Tom has been assisting clients with their financial and insurance needs since 2011. His extensive experience in the financial industry makes him a great source for navigating life events and delivering customized strategies and solutions each step of the way.

Tom assists High Net Worth Families & Businesses in a variety of ways including Investments, Employer Sponsored Retirement Plans, Rollover Services, Annuities, Life insurance and Distribution Strategies. The diversity in product and practice allows Tom to work well with your CPA and Estate Attorney to develop a practical Estate Plan.

Along with his wife Kelly and their 4 boys, Tom is a resident of Bridgewater, NJ, and is an active member of his community. He served (3) three terms as President of Bridgewater Baseball and Softball and assumed the role of Past President in November 2019. He is the Past President of Bridgewater United Soccer Club (BUSC) and has been a volunteer coach since 1997. In 2014, Tom was awarded the Fay S Mathewson Award “Friend of Recreation, Parks and Conservation” by the NJ Recreation and Parks Association for his volunteer coaching efforts. Tom is an active member of the Somerset County Business Partnership (SCBP), he also volunteers his time as the Treasurer of Michael’s Miracles, a local no-profit dedicated to reaching out to families affected with Type 1 Diabetic children.