Tom Bowman, CFA

Tom Bowman, CFA

Wealth Manager

Although investment analysis is the passion that drove Tom to the finance industry, the ability to directly work with individuals on their financial goals landed him at Investors Portfolio Services.  As an Investment Advisor of the firm, Tom helps clients create realistic goals and implement various strategies to achieve that goal. Tom's commitment is to helping others understand the various risks of investing and ensure their investments are in line with their risk profile. He holds FINRA Series 7 and 66 licenses and is a natural learner, constantly seeking knowledge that can better himself and help the clients he serves.

In addition to working diligently for clients, Tom is president-elect of the Puyallup Kiwanis Club and is the Treasurer of the Puyallup Kiwanis Foundation Board. Since he is newer to the Puyallup community, working closely with others that live and work in Puyallup has helped him feel more at home. He has always enjoyed meeting new people and as a future father, Tom is excited to work with a group that is committed to helping kids.

Prior to starting Investors Portfolio Services Tom studied Finance and Accounting at the University of Washington Foster School of Business. In addition, he is an alumnus of the Delta Upsilon International Fraternity Washington Chapter and held an executive position all four years. A detailed resume of Tom's work history can be found on the FINRA Broker Check website.

Tom is newly married to his wife Yadi and after recently purchasing a home on South Hill they are excited to start the next chapter of their lives together. The newest member or the family is Benny, their silver lab puppy. On his days off he enjoys skiing, golfing, water sports, hiking, and quality time spent with family and friends.  

Phone 253-770-8118
Mobile Phone 253-797-6874