Tom Chancellor, CFP®
Partner & Wealth Advisor
Tom, a Certified Financial Planner™, has been providing comprehensive wealth management and financial planning services for over two decades. Tom’s academic background and professional experience prior to becoming a Financial Advisor have uniquely prepared him to deliver a distinctly differentiated client experience. Tom holds a master’s degree in social work from UT-Arlington and brings extensive experience as a clinical psychologist and therapist to the table. With this deep understanding of psychology, communications, relationship studies, and financial planning, Tom is able to deliver thoughtful, wholistic financial plans to help his clients prepare for the future no matter where they are in their financial journey.
Tom enjoys his spare time with his wife Nancy. Together they like to travel, bike, cook on their green egg and spend time with family and friends.