Tom joined Crux Wealth Advisors in 2021 at our Buffalo, NY office as a Senior Wealth Management Advisor. His dedication to his clients is unparalleled, and he demonstrates this through his responsiveness and the attention that he gives to each client interaction. Tom focuses his days on meeting with his clients to help them assess their goals, alleviate concerns, address questions, and ensure they can confidently live out their dreams, as outlined in the customized plans he creates with them and revises over time.
Throughout his career, clients have relied on Tom's ability to explain complex situations in easy-to-understand terms and relate to various circumstances. Growing up in a blue-collar family, Tom understood the importance of hard work and recognized how finances could be a source of stress to many. He knew that he wanted his career to be focused on helping his own family and others navigate the complexities of personal finance, allowing them to focus their time and energy on enjoying their own families, goals, and careers. Tom has dedicated his career to educating others to achieve their goals through an approach founded upon honesty and trust. Whether that means retiring at a certain age, traveling with family, buying a dream vacation home, or planning a gift to their family or charity, his clients' stories of living out their dreams are what he considers the most rewarding part of his job.
Tom brings nearly two decades of industry experience to our team and is committed to continuous professional growth. He is CERTIFIED FINANCIAL PLANNER ™ professional, the standard of excellence in the industry. In 2002, Tom began his career with HSBC Bank, where he spent time as a Senior Premier Relationship Manager. Prior to joining Crux, in 2012, he started his career at TIAA, where he spent his tenure as a Senior Wealth Management Advisor. Tom earned a Bachelor of Science degree in Business Administration, Finance from the State University of New York at Fredonia.
I was born and raised in Upstate New York and am fortunate that my wife, Jennifer, and I can raise our children, Ella and Evan, in the same beautiful part of the country where I grew up. In my spare time, I am an avid Buffalo Bills and Sabres fan. I also enjoy staying fit in our home gym, spending quality time with my family, coaching and attending our kid's sporting events, and traveling whenever possible to visit new places and create lasting memories with my family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.