Tom’s career spans over thirty years in professional services and client relationship management. With a degree in Computer Science from Control Data Institute he started his career in the high tech industry. Since then, Tom has founded and operated several high-tech and international service companies that provide technology and sales education to corporations and employees.
This background has provided a wide range of experience in financial management. Tom is licensed in multiple states and is focused on using Indexed products and various other alternative solutions that provide Stock Market like gains without Stock Market risk.
Tom helps clients maximize their earnings each year by using his market knowledge and experience to build liquidity as well as safe retirement savings that provide superior growth. Tom’s commitment to understanding each client’s specific goals allows him to create individualized financial strategies that can improve their retirement income while also minimizing taxes in retirement.
Tom also personally invests in the same solutions he recommends to his family, friends and clients.
Tom and his wife Michele enjoy travel, boating, and spending time with their five children and five grandchildren.