Tom brings over 13 years of experience in the financial services industry. He holds a B.A. in Finance from University of Montclair (NJ). He currently holds his Series 7, 63, 65, and Life and Health licenses.

"My investment philosophy places a great deal of emphasis on planning for long term goals and keeping a well diversified portfolio. So much so, that I routinely save 10 – 15% of my own income for the future."