At a glance
Creator of PensionTRAC™
Founded Vector Wealth in 1993
Tom is the Founder, Managing Partner and a Principal of Vector and is a
member of Vector's investment policy committee responsible for securities
selection and client portfolio allocations. He is also the creator of the
PensionTRAC™ system, the second application he has developed for the
financial services industry. This software provides customized retirement
plan projections, detailed allocation structure, and realistic investment
guidance for individuals at or near retirement. He has served on
national advisory boards, speaks at a number of professional investment
conferences, and has written or contributed to a number of articles. He
holds a BS degree in Business Finance from the University of Colorado.
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Thomas G. Fee, Principal
Michael A. Ricci, Jr., Principal
Scott Oeth, Advisor
Sam Rouman, Advisor
Sharon Calhoun, Director of Client Services
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