Tom graduated from Penn State University, with a Bachelor’s degree in Finance. He is a veteran of the United States Navy, having joined during Operation Desert Storm. He was attached to Patrol Squadron 24 and served in Jacksonville, FL; Keflavick, Iceland; and Sigonella, Italy.

Tom resides in Perkiomenville, Pa with his wife Colleen and their three children, Cecilia, Thomas, and Norah. Tom and Colleen enjoy spending much of their free time with their children at sporting and dance events or anywhere near the beach. When he’s not hard at work, he can often be found in the ocean on his surfboard riding the waves.

After sitting through his first Finance class it was crystal clear to Tom that Finance and financial planning was something that people really needed to be educated on. It became a mission to help people ease their financial stress and become more aware and at ease with their financial situations.

Tom has extensive experience working with individuals, families, and business owners. He strives to bring his clients to the optimal level of financial balance and give them confidence in their financial future.