Tom's passion is helping individuals and families meet their long-term financial goals and guiding them through life changes along the way. He understands trust is earned through listening and understanding each client's unique financial goals while offering unbiased advice and non-proprietary products. He is committed to creating a financial plan that helps meet each person and families unique expectations, producing an investment strategy aligned with their financial goals and life story.
Education and Credentials
Tom has more than 27 combined years in financial advisory and business development experience. He has advised on over $300 million in equities, fixed income, insurance services and alternative investments for both individuals and institutional investors. He received a Bachelor of Science degree from Michigan State University and holds a Financial Industry Regulatory Authority (FINRA): series 7 and 66, along with Variable Life and Accident and Health licenses.
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