TOM PATTINSON, Managing Director

Tom Pattison

Tom Pattinson
Managing Director 

Tom has been a successful financial advisor for twenty years.. He now focuses his efforts on helping successful business owners save money with IRS-approved tax-saving strategies. His team, led by a TPA, consists of of CPAs, actuaries, tax attorneys and specialists can reduce taxes, often dramatically, for virtually any successful company.  

After graduating from UC Berkeley with a BA in Political Science, Tom served in the US Air Defense as a tactical missile director for four nuclear missile firing batteries in Alaska. After serving as a commissioned officer in the military, he joined IBM. At IBM, he satisfied his partner’s and his yearly quota in three of four product categories with one sale.  

After that, convinced that he was ready to be an entrepreneur, he started a catering company and, within a year, was offered a marketing position and significant piece of a much larger company with sales today of over $100M.  

He is a senior member of the Guardsmen of San Francisco, a seventy-year-old non-profit organization that raises millions of dollars each year to send thousands of kids in the Bay Area to camp and to college. He also volunteers some of his time to teaching high school students how to speak effectively in front of the public. 

His hobbies include pickle ball, writing short stories, and avidly following the Giants, Warriors, 49ers and Liverpool Soccer Club. His beloved wife Jan and he enjoy hiking in the hills surrounding their home in Marin County. They have two children and three grandchildren.

Contact Tom