Our Team

As principal of Q3 Capital Management, Tom is an Investment Adviser Representative of Commonwealth Financial Network^®, our independent broker/dealer. Tom has a fiduciary role in helping clients make sound investment decisions, balancing identifiable risks with feasible returns. He founded Q3 Capital Management in August 2009 after managing the Western Pennsylvania offices of a large national broker/dealer for 14 years. His focus has been specializing in portfolio management and investment research. Historically working with corporate clients and high-net-worth families, he has come to believe that managing portfolios is a constant, fluid process because new market risks and opportunities are constantly evolving, and it is imperative that they be recognized and quantified in a timely manner. Our technical-analysis-based process isn't a discipline that is limited to Q3 Capital Management, LLC, but it is also not widely available amongst our competitors.

As a former CPA, numbers are no stranger to Tom. He likes the discipline of mathematics as it relates to the markets. Besides the noise that the news channels generate every day, the economic statistics can also be daunting to the untrained eye. News can be misinterpreted, or worse, misrepresented; and sometimes there’s an interrelationship in economic statistics. With more than 30 years in the business, a disciplined process helps Tom and the deep bench from Commonwealth Financial Network Research Team consistently develop sound strategies for when the market trend makes an abrupt turn. In addition to his accounting background, he holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary^® (AIF^®) designations.

Tom graduated with a degree in accounting/business administration from the Leeds School of Business at the University of Colorado Boulder in 1986, where he also raced on the ski team. “Being from Western Pennsylvania, nobody thought I could compete in the Rocky Mountain region,” he said, but with a single win in the slalom, he answered even his own doubts. “It was an ideal environment for me, where the demands of the accounting curriculum, along with college athletics, was the perfect balance for me, where my growth was mental and physical. I really honed my time management skills then, which has served me well in this business. Leeds prepared me to sit for the CPA exam three months after graduation.”

With his wife, two boys, and two girls, you could say that balance and time management are essential. “Like many families, we are vested completely in our children.” When the demands of juggling schedules are stretched, Leo, the family Labrador retriever, helps us all keep things in perspective.

Tom still enjoys skiing, albeit at a more leisurely pace these days. "Skiing has been an important part of our family time over the years. It's the kind of activity that we can do as a family, while exploring new places and experiences together. I realize that we are fortunate to be able to do that, and my hope is that someday my children will have a growing appreciation of that time and the lessons they've learned along the way".

People would be surprised to know that:

• He holds a patent for an adjustable ski pole basket, which has been developed into a product.
• Tom's great, great-grandfather led the movement to set aside land (larger than the state of Delaware) in Canada known today as Algonquin Provincial Park.

Jenn joined our team at the beginning of the third quarter in 2024. With a diverse background, we welcome her back, as she had been an administrative assistant for Tom at his former firm over 20 years ago!

Jenn’s versatility shines through her experience, from being a licensed life and auto insurance agent, an assistant to the Senior Vice President of Sales and Marketing at a major engineering firm, an office manager for corporate property leasing, a store manager for a nationwide bookstore chain, and even as the proprietor of her own bookstore and café business.

Beyond her professional roles, Jenn homeschooled her two boys and is passionate about organization and helping others succeed, whether in business or daily life. She also volunteers as a leader for a women’s nonprofit, guiding moms through life’s challenges. In her free time, Jenn supports local businesses, enjoys movies, baking, exploring new towns and their history, and spending quality time with her husband, Michael, and their two dogs, Mavis and Wyatt.

Jodi is the office manager for the Portersville location.  She has worked at Pentony Capital Management for the past 10 years prior to coming aboard the team at Q3 Capital. 

Jodi’s customer service skills have come from her experience of being in the food service industry,  an overnight shift finance and security manager at a large hotel and having worked for many years in banking.

She is a lifetime member of the Portersville Muddy Creek Volunteer Fire Department.  She is currently the secretary of Bearded Hero, Inc. a 501c3 based out of Fort Wayne, Indiana and an active member of Steel City Beard and Mustache Club. She has been the local Easter Bunny to kids for over 30 years.    In her free time, she enjoys, crafting, traveling, playing pickleball and volunteering to help with community and charity events.   She is the mother of two boys, Floyd and Kyle and resides with her husband, Scott. 

Karla provides business management for Q3 Capital Management’s day-to-day operations. Karla attended Clarion University of Pennsylvania and received her BS in accounting. After spending five years at Hill, Barth & King, she joined Q3 Capital in 2012.