Thomas (Tom) M. Udall , CPA
As Director of Business Development and a Partner at our firm, Tom brings a strategic, relationship-focused approach to wealth management and financial planning. Holding a FINRA Series 65 license, Tom works closely with a diverse set of clientele, that includes high net worth individuals and successful small business owners — such as physicians, dentists, attorneys, and entrepreneurs — guiding them through complex financial decisions with clarity and confidence.
Tom is particularly passionate about the planning process. He finds the greatest fulfillment in helping clients align their goals through proactive and integrated strategies for income tax, investments, retirement, and estate planning. His collaborative style, deep understanding of financial intricacies, and commitment to long-term relationships make him a trusted partner in his clients’ financial journeys.
Tom is also a Certified Public Accountant (CPA) with prior experience at Big 4 accounting firms, as well as local and regional firms. This foundation provides him with a strong technical background in tax and financial reporting, allowing him to approach client planning with a comprehensive and detail-oriented perspective.
Tom is a member of the American Institute of Certified Public Accountants and Arizona Society of Certified Public Accountants. Tom received his Master of Accountancy degree with an emphasis in Taxation and a Bachler of Science degree in Accounting from Brigham Young University in1989.
In his spare time, Tom enjoys service, BYU athletic events, and traveling with his family, especially his wife, Karen. Tom has been to 6 of 7 continents and looks forward to checking off Antarctica in 2026.
