MVP Leadership Team

Thomas Christensen

Director of Financial Planning & New Advisor Development

Tom joined the Lincoln in Portland, Oregon in 1991 after graduation from Portland State University with dual Bachelor of Science degrees in Business Management and in Economics. His initial roles included technology and advanced sales support. In 1997, he led the transition to comprehensive financial planning for Lincoln Financial Advisors across the Pacific Northwest territory of Oregon & Washington.

In 2007, Tom relocated to Northern California as Director of Planning for a territory that included parts of Northern and Southern California. Over the past ten years, this role became national in nature – providing financial planning direction and support across all of Lincoln through what became the National Planning Institute (NPI). This continued through the Osaic acquisition in 2024-2025 where Tom has served in the role of Director of Planning/Senior Consultant for the High Net Worth planning team at Osaic. s. 

And now in 2026, Tom has joined Momentum Value Partners to assume the role Head of Financial Planning & Advisor Growth. In this role, Tom will not only champion financial planning for all of MVP, but will also lead the growth & development of the next generation of advisors for the firm. This role provides the perfect opportunity to blend technical knowledge and process experience in planning with a passion for mentoring and growth of advisors in this business. Additionally, Tom maintains a small financial planning practice – both to support the needs of clients, but also to build understanding and experience in the entire financial planning process.

Tom received his Certified Financial Planner (CFP®) designation in 2002 and Chartered Retirement Planning Counselor (CRPC®) designation in 2008. 

In 2024, Tom and his wife Diana moved from the Bay Area to Eastern Tennessee to begin the process of building their forever home along the Tennessee River outside of Knoxville. When not working on house design projects, they are most likely found at waterfalls, caves & other natural attractions, attending sporting events, or just enjoying the true four-season weather of their new home state.