Tom has been advising clients since 1995. He enjoys helping clients strive to develop an asset base that enables them to maintain and improve their living standards throughout their retirement years. His general objective is to create capacity for financial flexibility.
Prior to entering the financial services area, he held various positions over the course of 20 years with New York Stock Exchange Corporations including; Director of Acquisitions and Planning, Market Manager, Marketing Director, Logistics Manager, Operations Audit and Due Diligence Follow on. This array of experience has been foundational to the work he performs on behalf of his clients.
He currently holds Series 7, 63, 65, 24 and 4 (Options Principal) registrations with LPL Financial. Additionally he holds licenses for Life and Annuity products.
Tom earned a Bachelor of Business degree, Economics Major, from University of Georgia and a Master of Business degree from University of North Carolina, Chapel Hill.
In addition to business, Tom pursues an avocation as a Soccer Referee, often officiating over 200 games per year.