As the Founder and Financial Advisor, I specialize in helping families and professionals of all backgrounds bring all pieces of their financial lives together. We have 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. I enjoys helping clients find appropriate solutions to complex financial situations. I believe in thorough financial education as well as developing a holistic strategy that is easy to implement. I am a nine-year winner of the Five Star Wealth Manager Award*, which is exclusively featured in Westchester Magazine.
In 2019, Tom launched Women on the Verge...an endeavor to help women create financial wellness and personal empowerment through education and community. After seeing his mother struggle after the passing of his father, he wanted to become an advocate for women. Through Women on the Verge, he has brought women together to share their stories and community to help support women moving forward.
In my free time I focus on spending quality time with my wife and 3 children. My oldest son is 18 years old and attends Northeastern University. My middle son is 16 years old and enjoys writing. My daughter is 11 years old and loves to be creative with art. My wife is a yoga instructor and an essential oils advocate.
- 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.