MST Financial

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 (CFP ^®), 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 up.

Education:

California State University, Long Beach

• Bachelor of Arts

American College

• Certified Financial Planner
• Chartered Life Underwriter
• Chartered Financial Consultant
• Chartered Advisor Senior Living

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.

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.

Education:

Bloomsburg University

• Bachelor of Science in Finance and Legal Studies

American College

• Certified Financial Planner

Tyler started with the firm in 2012 as a Financial Representative Intern. In 2014, Tyler became an 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. Tyler also holds his Certified Investment Management Analyst (CIMA)® designation, administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management.

Tyler can assist you with:

• Portfolio analysis and construction
• Investment trades
• Investment product questions

Outside of work, Tyler spends his time watching movies and going to sporting events.

Mackenzie started with the firm in 2018 as a Financial Representative Intern and became an Associate Financial Representative in 2019. Mackenzie graduated from California State University, Fullerton with a Bachelor's Degree in Business Finance. She holds her California Life and Health insurance license and is pursuing further industry knowledge.

Mackenzie can assist you with:

• Scheduling a consultation with our team
• Providing service for your insurance products
• Requests and inquiries of your insurance products

Outside of work, Mackenzie enjoys jogging on the beach, dancing, and spending time with friends and family.

Daniele started with our investment team in early 2021. He graduated from California State University, Fullerton where he earned a bachelor’s degree in Business Finance. He holds his California Life and Health insurance license and Series 7 & 63 licenses.

 

Daniele can assist you with:

• Investment account on-boarding
• Customer service inquiries regarding your investment accounts

Outside of work, Daniele enjoys binge watching the latest Netflix show or out playing some kind of sport (preferably on the beach).

Ashley started at Northwestern Mutual in 2019 as a Technology Productivity Consultant in our Baltimore, Maryland office. She recently moved to California and now manages our team’s operations. Ashley graduated from University of Baltimore where she earned a bachelor’s degree in Integrated Arts. 

 

Ashley can assist you with:

• Scheduling an appointment with our team
• Producing client appreciation events
• Customer service inquiries

Outside of work, Ashley enjoys photography, traveling, and watching lacrosse & hockey.