Thomas J. Dingley, ChFC(R)

Thomas J. Dingley, ChFC(R)

President

Thomas J. Dingley, ChFC® specializes in working with Blue-Collar families planning for retirement, those needing assistance with cash-flow planning, and clients looking for solutions for multi-generational wealth management.

Tom served in the U.S. Navy as a Personnel Specialist from 1997 to 2011. Through his different duty stations, Tom was the recipient of several awards and honors including 3 Navy Commendation Medals and 5 Navy and Marine Corps Achievement Medals. He began his financial planning education in 2006, during his deployment in support of Operation IRAQI FREEDOM.

After completion of vocational coursework in Financial Planning from Boston University, he received 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®) the designation through The American College.

In his career, Tom has advised on multi-million dollar Employer Retirement Plans. Through this, Tom provided financial education to employees and helped them develop saving strategies that could help them achieve their financial goals.

Tom believes that the key component to a relationship with clients is providing GREAT customer service.

Tom is an avid supporter of numerous veteran organizations, and enjoys working with other fellow veterans as a trusted advisor in helping them discover ways to improve their financial outlook.

Tom resides in Brunswick, NY with his wife Marlene and two daughters, Emma and Ariana. When not at work, you can usually find him at the soccer games for his daughters.

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