Senior Wealth Advisor
CUSO Financial Services, L.P.
My members know that I will make recommendations that will be in their best interest to help achieve a financially secure future.
- Series 7, 63, and 65 licenses
- Life, Health, and Variable Annuity licenses
- Registered to conduct Securities Business in the following states: AL, DE, FL, GA, ID, IL, IA, KY, MD, MA, MI, NE, NJ, NM, NC, OH, PA, SC, TX, VA, WY
Tom has been providing his clients with financial planning and retirement advice for more than 25 years. He has been an Advisor with FAIRWINDS since 1999 and has spent that time cultivating trusting, long-term relationships with his clients. Tom’s clients know they can count on him to provide objective and fair recommendations to help them achieve a stress-free retirement.
Originally from New Jersey, Tom and his family have called Central Florida home since 1997. Tom is a sports fan and is very involved in his children’s after school activities, coaching anything from basketball to soccer.
How can I help?
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS), registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. FAIRWINDS Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.