Tom’s financial planning process takes a holistic approach to determine what a client needs, rather than just selling a product. Through rigorous fact finding and open discussion, he finds out what is most important, while keeping the client’s best interests in mind.
Tom began his career in financial markets as an institutional currency trader, before moving into retail financial planning in the late 90s. In 1999 he launched an investment and insurance platform for one of the largest credit unions in New Jersey serving employees of Johnson & Johnson which continues today.
Tom’s goal was to use his expertise to help a wider variety of people, which led him to become an independent financial advisor in his own practice. He has recognized the changing landscape of financial planning and continues to grow his team and knowledge base recently joining ClearFocus Financial.
Tom resides in Middlesex County with his wife Donna, and three sons, Ryan, Thomas, and Sean all working in careers of their own. In his downtime he enjoys carpentry and spoiling his three grandchildren.