As the Founder and Financial Advisor, Tom specializes in helping families and professionals of all backgrounds bring all pieces of their financial lives together. He has an uncommon approach to financial decision making in order to set a wealth management strategy, provide advice, and guidance to clients. Every client will receive an individualized and unique plan that allows the client to achieve their financial goals based on their wants, needs, and dreams. Tom enjoys helping clients find appropriate solutions to complex financial situations. He believes in thorough financial education as well as developing a holistic strategy that is easy to implement. Tom is a five-year winner of the Five Star Wealth Manager Award*, which is exclusively featured in Westchester Magazine.
- Licensed to sell securities in multiple states
- Registered Representative of Park Avenue Securities
- Investment Adviser Representative of Park Avenue Securities
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.
*This award is not issued or endorsed by Guardian or its subsidiaries.