Sometimes it seems the one constant in life is change. Our personal circumstances evolve as we move through different stages of life. Technological advances change the way we work and play. Trends come and go. The economy fluctuates. One thing that won't change is Tom's dedication to helping you plan and track your progress, so you can work toward your dreams.
Tom has been providing financial planning services to his clients since 1988. "As a financial planner,” Tom says, “I strive to have a positive impact on clients’ lives by helping them create and monitor personalized strategies designed to work toward their individual goals. I recognize each situation is unique. Whether my client's goals include planning for a secure retirement, wealth preservation or transfer, or leaving a legacy, I offer highly customized recommendations and services."
Tom has a Bachelor of Science degree from Robert Morris University in Pittsburgh and earned his Certified Fund Specialist (CFS) designation from the Institute of Business and Finance. He also holds the FINRA Series 7 General Securities, the FINRA Series 6, NASAA 65, and 63 licenses.
Tom has had many of his own dreams come true. He has been married to his wife Sandy since 1986. They are both actively involved in their community and love spending time with their four beautiful daughters and their growing families. Tom looks forward to their regular Sunday night dinners where he enjoys cooking on his smoker and grill for their ever growing family gatherings.
You’ll often find Tom and Sandy on the many local trails biking and walking or volunteering at various charities including one of their favorites, Pittsburgh’s Ronald McDonald House. Tom, a former bass player in a band, enjoys listening to music, namely Earth Wind & Fire and the Eagles. He enjoys golfing and reading historical fiction in his spare time. He also enjoys traveling to Scottsdale, Kiawah and Hilton Head Islands, and he and Sandy look forward to exploring more of Europe in the future.