As a dedicated Wealth Advisor, Tom helps individuals, families, and small businesses articulate financial goals and priorities and create a roadmap toward achieving them. Through a goals-based process Tom focuses on pre-retirement planning, retirement income planning, estate planning, and sophisticated investment management strategies. Originally from the Greater Philadelphia area, Tom has been a resident of the Capital District for almost 20 years. He currently resides in Bethlehem, NY with his wife Jennifer, their two children: Gwendoline and Bradley, and their two dogs. The last few years Tom has enjoyed being a member of Normanside Country Club in Delmar.
Tom currently holds FINRA Series 7 & 66 Securities Registrations with LPL Financial and his New York Life, Accident, & Health Insurance License, which he obtained during his 8 years with Bank of America/Merrill Lynch prior to joining LPL Financial and Empire Financial Advisors.