Tom has been an active figure in the financial services industry for over twenty-three years. He has obtained the Certified Estate Planner (CEP), Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) designations.
Tom believes financial advisory services should be shaped by the unique needs of each client he serves, from individuals to families to high-caliber institutions. His personal approach and robust capabilities enable him to create customized investment strategies and deliver a superior standard of service. Whether managing your personal wealth or elevating your business to the next level, the focus remains on a mindset designed to help drive you toward success.
Tom specializes in helping clients preserve the things that matter most – an enduring quality of life, long-term security, charitable giving and legacies that can benefit generations. He recommends regular check-ups to discuss your financial plan, review emerging opportunities, implement necessary adjustments and help you remain focused on goals you set together.
Just as a smile is the same in any language, so is the comfort one feels with true financial independence. Through advice tailored specifically to you, Tom is here to help make that feeling last a lifetime.
Tom grew up in Devon. He now resides in Gladwyne with his wife, Courtney, his son, Beau, and their three dogs. When Tom takes the rare moment to breathe from his work, he enjoys outdoor activities and detailing cars.