For over four decades, Tom has provided sound investment and financial advice to individual clients and businesses. Tom has guided his clients through some of the most difficult financial crises of the past forty years and understands the challenges and complexities of preserving and growing assets.

Using a holistic wealth management approach, Tom begins the process with an investment plan that clearly defines a client's goals and objectives. Tom believes that success is not measured by individual investment returns, but by how effectively his clients have achieved the goals and objectives they articulated to him at the beginning, and throughout their relationship together.

Tom is a Managing Director and works with individuals, families and small businesses to assist them with all aspects of investment planning. When assisting clients with multigenerational planning, Tom understands that one client may be accumulating assets while his or her parents have a need to preserve and distribute theirs. By working with both generations, communication is enhanced, and planning has a stronger continuity.

After graduating from Christian Brothers Academy in 1977, Tom attended Villanova University where he graduated in 1981 with a Bachelor of Science in Marketing. He maintains his FINRA Series 7, 63 & 65 registrations and life insurance licenses.

Tom is an active community member and has served in leadership roles on numerous boards and committees of civic, professional and religious organizations including New York City Big Brother, Big Sisters charities, Interfaith Neighbors & Jersey Shore Rescue Mission.

Tom resides in Spring Lake, NJ and has three children.