Tom has over 20 years experience as a financial advisor. He received the Certified Public Accountant designation in 1986 and CERTIFIED FINANCIAL PLANNER® certification in 1996. Tom specializes in working with successful individuals, business owners and professionals to help generate and protect wealth, design tax-effective investment portfolios and cost-effective employer benefit programs. He works in conjunction with his clients' accountants, attorneys and other advisors to create, implement and maintain the most suitable strategies to help his clients with their financial objectives.
*Licensed, but not practicing.