A Certified Investment Management Consultant and Analyst, Tom holds the Series 7, 63, 65, and 24 securities licenses, and Life, Health, Property and Casualty insurance licenses as well.
Tom uses his 35 years of industry knowledge and experience to help business owners, professionals, and their families solve problems, and to make wise choices to manage their wealth and transcend their legacy.
Specializing in Investment Management, Tom is also often brought in as consultant for various accountants and attorneys, where his collaborative approach helps bring clarity and continuity to his clients' planning process, creating a clear and simple path towards their wealth management objectives.
Active in his community, Tom is a frequent guest speaker for various companies, organizations, and associations, where he shares his expertise on retirement planning, investment management, and estate preservation. Tom has served on the board of directors, and is the past president, of The Wealth Advisor Institute, and is also a member of the Financial Planning Association. Very active with the American Cancer Society, Tom sits on the Board of Advisors for the Jersey Shore Region.
Married with three adult kids and three grandchildren, two of Tom's personal passions are Dogs and supporting Special Needs Children, so Tom and Therapy Dogs, Charley, and Lexie, may often be found visiting special needs kids in schools and in the pediatric unit at his local hospital.