Tom Gerboth, CFP®
Director of Client Services
Tom Gerboth, Director of Client Services, brings over 10 years of investment management experience to Tandem. He is a CERTIFIED FINANCIAL PLANNER ™ and a graduate of Arizona State University. Prior to joining Tandem, Gerboth held the position of Private Client Advisor at Charles Schwab. Tom specializes in working with clients to create a customized yet understandable approach to investing. This approach focuses on first creating a financial plan tailored to specific client needs. He enjoys working with and educating clients while helping them grow their wealth over time.