Tom is a Certified Financial Planner Professional™ earning this prestigious credential from the Certified Financial Planner Board of Standards in 1994. Tom has been active in the financial planning and wealth management profession since 1993, working with individuals, families and business owners always putting the interests and needs of clients first.
Tom is a lifelong New Jersey resident residing in Eastern Monmouth County with his wife Kristi and daughter Julia. Tom holds a Master of Business Administration degree from Monmouth University and a Bachelor of Science degree in Management Science from Kean University
Tom is also active with the New Jersey Chapter of the Financial Planning Association serving on the Board of Directors, completing service as Board Chair in 2012.
Tom also serves on the Board of Directors of the Eastern Monmouth Area Chamber of Commerce (EMACC) and is a member of the Executive Committee. Tom is a member of the Estate and Financial Planning Council of Central New Jersey.
Tom is also an adjunct instructor at both William Paterson University and Rutgers Business School. Teaching Financial Well Being and Intro to Financial Planning at WPU and Estate Planning at RU.
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