Since 2005, Tom has been serving families by providing guidance to support their financial goals. Due to the complexity and confusion in building a sound financial plan, Tom makes it his mission to focus on financial literacy and education. It's vital to Tom to provide a transparent and straightforward approach.
As a Retirement Income Certified Professional (RICP®), Tom specializes in designing and implementing financial plans for clients who are worried about navigating through retirement. Tom focuses on getting through the obstacles associated with maintaining success and comfort for the long term. Tom strongly believes the key to planning is to start early and stay disciplined.
Prior to establishing his practice as a financial advisor, Tom studied at the University of Rochester, graduating with a Bachelor of Science in Economics and Statistics along with Certificates in Accounting and Finance. Tom also holds Series 6, 63, 66, 24, 51 securities registrations and NYS Life & Health licenses.
Born and raised in Bronx, Tom now makes his home in Bushnell's Basin with his wife, Courtney, and two daughters. Along with spending time with family, Tom enjoys cooking, hosting friends, and is an avid reader of books related to history, politics, and finance, with the occasional novel.