In his more than 20 years of experience as an advisor in the financial services industry and guiding clients through times of economic volatility, Tom knows that slow and steady can help them confidently pursue their goals. His philosophy is Evaluate, Educate, Motivate: evaluate his clients’ financial situation, educate them about their opportunities, and motivate them to take action. Many prospective clients come to Tom for his knowledge and expertise in Retirement Planning, Education Funding, and Wealth Management. With the ability to funnel comprehensive case design capabilities and resources into his clients’ financial programs, he can help them decipher a complete and diversified range of financial products and services. Tom specializes in helping
Many prospective clients come to Tom for his knowledge and expertise in Retirement Planning, Education Funding, and Wealth Management. With the ability to funnel comprehensive case design capabilities and resources into his clients’ financial programs, he can help them decipher a complete and diversified range of financial products and services. Tom specializes in helping individuals, families and small-business owner clients set logical expectations to work towards achievable and realistic goals.
Tom’s clients benefit from his conviction, clear direction, and honest answers. He enjoys working with people who are open to new ideas and who are looking for guidance from an experienced financial advisor. What sets Tom apart as an advisor is his ability to design and execute a financial game plan that strikes an appropriate balance between risk and return, and incorporates strategies that are built with the goal to protect clients’ assets.
Tom is dedicated to building long-standing relationships with his clients based on trust and respect. He knows he plays a key role in
his clients’ lives, helping them to take advantage of opportunities to pursue their personal vision of fulfillment. He and his team have
a hands-on approach to service with a focus on client satisfaction. His mantra is “serve the client first.”
Tom lives on the South Shore with his wife, Keri, and their two young daughters, Laurel and Gigi.