For over 28 years, Tom has been providing comprehensive financial planning and wealth management solutions ranging from working families to high-net-worth business owners. His accounting degree and CPA designation gives him a unique approach to solving complex tax issues for clients some of whom include medical professionals, entrepreneurs/business owners, senior executives, and retirees.
Tom graduated from the American University in Washington, DC with a Bachelor of Arts Degree in accounting.
Tom holds a Certified Public Accounting certificate from the State of New Jersey. He is also a member of the American Institute of Certified Public Accountants and the NJ Society of Certified Public Accountants. He is an Investment Advisor Representative who holds a Series 6, 7, and 63 registrations. Tom is also licensed as an agent for life, health and annuities.
He resides in Middlesex County with his wife Barbara, and enjoys hiking, fishing, and weight training.