With over 35 years in the financial service industry, Tom’s clients benefit from a lifetime of knowledge and experience. He holds the Accredited Investment Fiduciary designation as well as Series 7 and 66 licenses. Tom wants his clients, in his own words, “to live life by design and not by default.” His approach as a wealth advisor is highly personal—creating a strong bond and emotional connection with each client and family as he guides them through life events. Meeting with clients one-on-one is at the heart of what he offers, with honesty, dedication to their needs, and truly caring about each person he serves.