Phone: (856) 234-3055
Fax: (856) 234-1217
Office: (856) 234-3055
Cell: (610) 804-8945
Tom entered the financial services business over 30 years ago with the intention to focus on investment management and comprehensive financial and retirement planning. Throughout his career, Tom has gained extensive experience developing and implementing plans for individuals and businesses alike.
“Financial and Retirement Planning is a complex process. My objective is to evaluate my client’s needs and goals and develop a strategy to help them address and meet those goals.”
Tom earned his BS Degree in Business Administration from Kutztown University in Kutztown ,PA and his master’s degree from Eastern College in St. Davids.
Tom and his wife of 20 years, Mimma , along with their four children Tommy, Nicky, Gia and Ella live in Exton, PA. He is a member of the Montgomery County and West Chester Chamber of Commerce. In his free time, Tom enjoys spending time with his family, reading and riding his bike.
Senior Vice President, MBA