Advisor

Tom began his financial planning education in 2006 during his deployment in support of Operation IRAQI FREEDOM.  He holds a Bachelor’s Degree in Business, Management, and Economics from Empire State College, with a concentration in financial planning and analysis.  Tom is also a Chartered Financial Consultant (ChFC®) and a Life Underwriters Training Council Fellow (LUTCF®).

Tom specializes in Multi-Generational Wealth Management, working with families planning for retirement, college, and beyond.  As a US Navy veteran, Tom believes that attention to detail is crucial in successfully completing any task or mission. He utilizes this skill when acting as a reliable resource his clients can depend on. Tom believes that the key component to a comfortable retirement is having a thoroughly written financial plan and great customer service.