Tom helps clients develop and implement comprehensive solutions for their financial needs and retirement income. He enjoys breaking down complex financial issues into easy-to-understand financial concepts in order to help people plan for success in both pre- and post-retirement years. Most rewarding for Tom is when he can work with those that are looking to use the assets they’ve worked hard to accumulate to create a sustainable income they can't outlive after they stop working.
Not one to be satisfied with the view from the summit, Tom appreciates the journey just as much as the climb. He embraces the role of a guide for his clients along their financial journeys, experiencing their ups and downs right along with them. In addition to being life and health insurance licensed, Tom currently holds Series 7 and 66 securities registrations with Osaic Wealth, enabling him to provide a wide range of financial options.
Tom resides in Upper Bucks County, Pennsylvania with his wife and their two children. An avid outdoorsman, he enjoys Spartan obstacle course racing in addition to facing and conquering real-life obstacles head-on. Tom serves as a Board Member for Richland Township Parks & Recreation and Trail Design, and is also a Scout Leader for Boy Scouts of America. A graduate of St. Joseph’s University’s Haub School of Business, he also volunteers for various charities through his church and is a member of the Knights of Columbus.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Atrium Financial Associates LLC is independent of Osaic Wealth. Insurance services also offered by Atrium Financial Associates LLC.