Tom Hess

Registered Representative

I strive to bring peace of mind to my clients. The idea of having retirement savings run out before life ends can be very worrisome. Working together, we look to create a vision for your future and plan to achieve it.

Following the objectives may be the hard part, and helping you stick to it is another role I play. I believe in the long-term investment of equity securities to help keep your purchasing power healthy.

I have a commitment to service, including being informative and prompt with all communication. I take time to help my clients understand the whole process, from retirement planning to college savings and rollovers. I will be there for you.

I grew up in Jacksonville, Florida, and earned a bachelor’s degree in Marketing and Management at the University of North Florida. After college, I spent time working in the hospitality industry. Learning many life lessons and saving a reasonable amount for retirement, I realized how time can tick away and that savings don’t always add up as time passes by. Instead of having a lingering doubt on the future, I have looked to bring security to myself and now for others. I have lived in California for many years and reside in Huntington Beach, where I enjoy surfing and spending time with my family.