PROFESSIONAL PROFILE

The North Group
Wealth Management Team
3775 Via Nona Marie, 3rd Floor
Carmel, CA 93923
Fax: 831-359-4149

The select clients of the North Group benefit from our unique perspective on managing wealth built on decades of experience. Our clients turn to us as their trusted advisor to identify, create and implement investment strategies that address their unique needs.

We believe in taking an integrated approach to each client’s investments. Our team follows a disciplined wealth management process to help clients’ construct well-diversified portfolios that are tailored to their unique goals and objectives.

Everyday we help our clients meet the sophisticated challenges they face. Our recommendations are based on experienced, real-world knowledge. This knowledge has earned us the trust of a remarkable group of individuals and families.

Tom is a Senior Vice President and Wealth Managemenet Advisor. Tom is a Certified Investment Management Analyst (CIMA) which he earned from the Investment Management Consultants Association in conjunction with the Wharton Business School at the University of Pennsylvania. He is also Certified Estate Planning Consultant which he earned from the American College of Financial Planning. Tom is a 1979 graduate of Maharishi University of Management with a Bachelor in Business Administration. He lives in Carmel with his wife of 28 years, Connie and their two daughters. He is an active member of the Carmel Rotary. He enjoys scuba, golf, hiking, writing and Transcendental Meditation.

Nathan is a Financial Advisor. He graduated from the University of California, Davis with a Bachelor of Science in Managerial Economics and a minor in Economics. Nate is a native of the Monterey Peninsula and enjoys playing golf, cycling, fishing, along with many other activities.

Anastasia Khokholkova is a Registered Client Associate and has worked in the financial services industry since 2003, having previously worked at TD Ameritrade. She has a B.S. in Marketing from San Francisco State University. Anastasia dedicates her time to managing account service issues and account administration. She is an integral part in the group’s commitment to provide excellent customer service.