Tom is a Certified Financial Planner® who works closely with high net worth clients and business owners. Tom provides a holistic approach to financial planning to ensure that all facets of his clients’ financial life are addressed. His areas of specialization include retirement planning, portfolio construction, income strategies and estate planning. His primary goal, and the enjoyment he receives as a planner, is to provide financial confidence to his clients.
Tom has more than thirty years of experience in the financial service industry. Tom spent many years as a senior executive with several metropolitan Washington, D.C. area financial institutions. He also owned a successful business for more than ten years. He is a 2015, 2016, 2017, 2018 and 2019 recipient of the Five Star Professional Wealth Manager designation as named in the Washingtonian* magazine. Tom earned the prestigious Certified Financial Planner® designation in 2009. He holds several securities registrations including series 6,7,63 held with LPL Financial and the Series 66 with LPL Financial and Maryland Financial Group, as well as accident/health and life insurance licenses. Tom is a graduate of the University of Maryland where he received his undergraduate degree in business administration. He also completed post graduate work at the Institute of Financial Education.
Tom and his wife, Margie, live in Olney, Maryland. They have four children. When not working, Tom enjoys golfing, sailing and gardening.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017 and 2018 Five Star Wealth Managers.