- Series 7, 63, and 65 licenses through LPL Financial
- Life, Health, and Variable Annuity licenses
- Registered to conduct Securities Business in the following states: AL, AZ, CA, CO, DE, FL, GA, ID, IL, IA, KS, KY, MD, MA, MI, MS, MO, NE, NV, NJ, NM, NC, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY
- Series 7 and Series 66 licenses through LPL Financial
- Registered to conduct Securities Business in the following states: FL
Experience & Commitment
Tom and Josh work together to provide the highest standard of care and personal service for clients by offering financial solutions tailored to their specific needs.
Both are dedicated to helping clients plan for a confident, stress-free retirement. They prioritize building long-term, trusting relationships and provide sound advice with fair recommendations — always focused on strategies that align with each client’s unique goals.
This father-and-son team brings over 35 years of financial services industry experience, along with some of the top tools and products to support and complement your retirement and wealth management plan.