Tom is a Wealth Management Advisor and Founding Partner of MST Financial. Tom has been a Financial Planner since 1995 after
graduating from California State University, Long Beach. His practice has evolved over the years primarily focusing on
risk management planning in the areas of Life, Disability and Long Term Care Insurance. As his clients evolved and he
became a Certified Financial Planner, he began providing full service planning for his clients including asset management
and distribution planning. Tom works with the other founding partners, Chad Shaw (CFP®) and Henry Sladek
®), to provide generational planning for his clientele ranging from individuals and families to closely-held
business owners transitioning their assets to the next generation.
Personally, Tom has been married to Kathy since 2001 and they are raising their two daughters in San Clemente, Ca. The majority
of their downtime is spent with their daughters traveling to their practices and games and enjoying watching them grow
Chad is one of our founding partners here at MST Financial. Fascinated and driven by the art and science of success, he has
made a career out of helping the best of the best align their financial strategies with their true desires and uncover
what is possible. Whether someone is a privately-held business owner, C-suite executive, real estate investor, professional
athlete, or top sales performer, he is a firm believer that in order to achieve results that are different from the average,
one must think and act different than the average.
Chad uses his background in athletics(hockey, baseball, golf) to improve on a daily basis to increase the quality and experience
of life both for his clients and for himself. An active learner, he has obtained his designation as a Certified Financial
Planner®, Chartered Financial Consultant®, Chartered Life Underwriter®, and Accredited Estate Planner®.
In addition to traditional financial advisor learning paths, he attends multiple additional programs such as Anthony
Robbins events, Landmark Worldwide, Core Mastermind, and has individual coaches.
He resides in Newport Beach, CA and when he isn’t working, he enjoys traveling the world, competing in amateur golf
events, hitting the slopes, reading, fishing, working out, and being outdoors.
If you will change, everything will change for you.
Henry is a Wealth Management Advisor and Founding Partner of MST Financial. He has been serving clients across the United
States since 2005. Henry has an abundance of diverse experience that contributes to the firms practice, including a specialty
in asset management and distribution planning.
Henry and his family reside in Irvine, CA. When Henry is not helping our clients achieve financial success, he and his family
enjoy traveling, movie nights, country music, and time with family and friends.
Bachelor of Science in Finance and Legal Studies
Certified Financial Planner
A journey of a thousand miles must begin with a single step
Tyler started with the firm in 2012 as a Financial Representative Intern. In 2014, Tyler became the firm's Associate Wealth
Management Advisor and lead Investment Analyst. He graduated from York College of Pennsylvania in 2014 where he earned
a Bachelor of Science degree in Finance. He holds his Series 7 and 66 licenses and is currently enrolled in the Chartered
Financial Analyst (CFA) program as a Level I Candidate.
Tyler can assist you with:
Portfolio analysis and construction
Investment product questions
Outside of work, Tyler enjoys spending his time roller blading, watching hockey and movies.
Kate joined the firm in 2015 as an Associate Financial Representative. Kate graduated from California State University Fullerton with a Bachelor's Degree in Human Services. She holds her California Life and Health insurance license and Series 7 securities license.
Kate can assist you with:
Implementation of investment and insurance solutions to meet your stated objectives
Providing service for your investment accounts and insurance products
Requests and inquiries of your investment accounts or insurance products
Outside of work, Kate enjoys watching movies, hiking and photography.
Megan started at the firm in 2015 as an Associate Financial Advisor and now manages our team's operations. Megan graduated
from Carroll University where she earned a Bachelor's degree in Education. She has her California Life and Health Insurance
Bachelor's degree in Education
Megan can assist you with:
Coordinating client meetings
Gathering pertinent information to develop a comprehensive written financial plan
Answering your customer service inquiries
Outside of work, Megan enjoys photography, gardening, and travel.