If there's one constant in life, it’s change.
Our lives evolve through different stages—personal circumstances shift, technology transforms how we live and work, trends come and go, and the economy rises and falls. Amid all this change, one thing remains steady: Tom’s unwavering commitment to helping you plan for the future and stay on course toward your dreams.
Tom has been delivering personalized financial planning services since 1988.
“As a financial planner,” Tom shares, “I aim to make a meaningful difference in my clients’ lives by helping them design and manage strategies tailored to their unique goals. No two journeys are the same, and whether someone is planning for a secure retirement, preserving or transferring wealth, or building a legacy, I offer highly customized guidance and solutions.”
Tom holds a Bachelor of Science degree from Robert Morris University in Pittsburgh and is licensed with the FINRA Series 7 and Series 6, as well as NASAA Series 65 and 63.
Tom has seen many of his own dreams realized. He and his wife, Sandy, have been happily married since 1986. Together, they stay actively involved in their community and take great joy in spending time with their four daughters and their growing families. One of Tom’s greatest pleasures is hosting regular Sunday dinners, where he puts his grilling and smoking skills to good use for their ever-expanding family gatherings.
Outside of work, Tom and Sandy can often be found biking or walking along the many local trails, or volunteering—especially at one of their favorite organizations, Pittsburgh’s Ronald McDonald House. A former bass player, Tom is a music enthusiast who enjoys artists like Earth, Wind & Fire and the Eagles. He also enjoys golfing, reading historical fiction, and traveling—frequenting Scottsdale, Kiawah, and Hilton Head Islands, with plans to explore more of Europe together in the years to come.