With two decades of experience in the financial industry, Tom has dedicated his career to guiding families and businesses through the complexities of wealth management. A specialist in retirement transition, he focuses on helping pre-retirees successfully build their assets and seamlessly shift their portfolios into reliable retirement income and legacy planning strategies.
A Western Pennsylvania native, Tom grew up in the North Hills of Pittsburgh and earned his bachelor’s degree from St. Vincent College. He lives in Indiana Township with his wife, Jocilyn, and their two daughters, Delaney and Stella.
Beyond his passion for investing and the markets, he is an outdoor enthusiast who enjoys golfing, skiing, and hiking. Whether embarking on family vacations or enjoying simple weekend trips to the local park, he treasures every opportunity to watch his daughters grow.