After obtaining his undergraduate degree in Finance from Shippensburg University of Pennsylvania, Tom chose to work in the financial services industry for over 20 years. Prior to moving to Florida he worked in the banking industry as a banking branch manager in Pennsylvania. He has been passionate about building and sustaining long-term relationships throughout his entire career.
Tom now focuses on helping his clients become financially organized adding clarity to what many people feel is complicated and overwhelming. He also enjoys working with commercial real estate investors who are seeking alternatives for cash that provide liquidity, tax advantages and creditor protection.
Tom’s father created a plan to ensure he was never a burden on his family. This encouraged Tom to help ensure his clients are planning appropriately to protect their families.
Originally from the Harrisburg, PA area, Tom now resides in Dunedin, Florida with his Jack Russell Terrier/ Chihuahua dog Carlos. He’s an active member of Faith United Church of Christ and the Rotary Club of Dunedin North. Tom enjoys hiking in the stunning Florida parks, traveling on the Clearwater Ferry to Clearwater Beach and taking breathtaking pictures of nature. He also appreciates and supports local microbreweries and local restaurants. His favorite vacation destination is Costa Rica.
Financial Representative of Guardian.