portrait of Tom Herring

About Tom

Personal finance and investing have been passions of mine for as long as I can remember. From reading Rich Dad, Poor Dad in college to the Millionaire Next Door, Dave Ramsey books and everything in between, making steady financial progress and leveraging the power of compounding interest have become lifelong missions of mine. As a financial advisor, it is my privilege to partner with my clients and provide them with competent, comprehensive advice and guidance.

Perhaps what I love most about being a financial advisor is spending time with and getting to know each of my clients personally and individually. I...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Retirement Income Strategies

Work History

  • Edward JonesOctober 2022 to Current
  • Puget Sound Naval ShipyardSeptember 2006 to October 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oregon State UniversityMaster of Science
  • Western Washington UniversityBachelor of Science

Personal Interests

  • Board Games
  • Camping
  • Chess
  • Cooking
  • Farming

Team Members

  • Cheryln Morrell
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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