Tom is a managing Partner in the Cherry Hill, NJ office. He has over 36 years experience in working with his clients in helping pursue their financial goals. Tom's focus is in assisting his business owner clients in developing pension options, employee benefits, and business succession plans while strengthening the financial, retirement, and estate planning needs of his individual clients. These planning goals are structured by implementing a thoughtfully designed planning process.
Tom earned his Chartered Life Underwriter (CLU) and his Chartered Financial Consultant (ChFC) designations from the American College of Bryn Mawr, PA and his Certified Plan Fiduciary Advisor (CPFA) credential from the National Association of Plan Advisors. He earned his Bachelor of Science degree in Finance and Marketing from Glassboro State College (now Rowan University).