Our Team

Tom has over 12 years of financial services, retirement planning, and insurance experience.  Tom always strives for excellence.  He is committed to outputting the highest quality of work and service for all clients.  Tom is driven by mastering his craft, and taking care of clients.

Tom holds life, health, annuity, property & casualty licenses in several states.  He graduated high school from St. Augustine Preparatory School and graduated college with an Accounting Degree from St. Joseph’s University.  He maintains a long list of professional and academic achievements.

In his free time, Tom enjoys exercise, being outside, basketball, cooking, and spending time with his wife and daughter.