Tom's Mission: To provide corporations and clients a unique experience through utilizing creative financial strategies.
As an Independent Advisory Representative, Tom has the ability to implement cutting edge concepts to develop a successful investment program. Through his ten plus years working at Merrill Lynch and Wells Fargo, Tom specializes in implementing customized investment strategies for 401k plans, companies, foundations and private wealth management clients.
Tom has worked with companies of all sizes, providing both an unbiased third party analysis as well as the design and implementation of full retirement plans.
Embracing the holistic approach endorsed and implemented at Estate Planning Professionals, Tom works with a clients existing relationship with attorneys and accountants or can recommend vetted professionals to assist in appropriate ways.
Tom's fiduciary responsibility insures to you that he will always provide impartial financial advice based on the best interest of the client.
Tom is happily married to his wife Karen and has 2 sons.
Tom has coached little league football for several years and has worked with many charitable causes including the Salvation Army, United Way, Meals on Wheels and Children's Hunger Alliance.
Who Am I
Childhood Ambition:
To play Pro Football.
Fondest Memory:
Marrying my wife.
Soundtrack:
I like to many to pick just one.
Wildest Dream:
To play in the NFL.
Proudest Moment:
Seeing my two sons for the first time.
Biggest challenge:
Raising my two sons, and helping my clients navigate these tough markets.
Alarm clock:
8:00 am
Perfect day:
A white Christmas with my family.
First job:
Mowing lawns as a kid.
Indulgence:
Watching football on Sundays.
Last purchase:
clothes
Favorite movie:
Tombstone
Inspiration:
My Parents