Family & Friends
After graduating from UC Berkeley, Tom joined KPMG and worked in the High Net Worth Group. Upon moving to Southern California Tom was hired as a VP in the Trust Department at Bank of America. While there, Tom provided fee based financial planning and tax services for the bank’s trust clients. He helped to manage client investment portfolios and became a Registered Investment Advisor.
About 20 years ago, Tom joined with two other alumni of KPMG to form the accounting firm of Nelson, Vogelheim, and Phillips, LLP and the law firm of Nelson Vogelheim, LLP. These firms have provided a full range of accounting , tax and estate planning services. The partners developed an expertise in tax matters related to equity compensation. Tom has been invited by numerous companies to conduct stock option planning seminars for their employees.
Everything should be done with the client’s best interest in mind.
phone: 415-352-1100 X 2
Primary Location: San Rafael