Director of Business Development
A 38-year veteran of the financial services industry, Tom is responsible for introducing new clients to the firm. He is passionate about helping families and business owners achieve the financial security and peace of mind that comes from having and implementing a comprehensive financial plan. He has seen on numerous occasions how that approach assists clients in making smart decisions and avoiding costly mistakes.
Tom’s career has spanned the breadth of the financial service spectrum, from serving as a financial planner for successful families in his hometown of Pittsburgh PA to senior management positions for multinational financial firms around the globe. His broad experience gives him unique insight into problem solving and creating financial peace of mind for clients and their families.
Tom has been married to Cindy for 37 years and together they have three wonderful daughters and a crazy dog. When not working Tom enjoys chasing birdies and pars on the golf course, enhancing his culinary skills in the kitchen, and sharing good conversation with family and friends.
Allegheny College, B.S. Economics
The American College, M.S. Financial Services