With over 37 years of experience in the financial services industry, Tom is deeply committed to serving clients as a trusted wealth advisor while contributing as a vital member of the executive management team. In this role, Tom oversees the firm's sales and branch development, driving growth and excellence.

Throughout a distinguished career, Tom has held senior leadership positions at some of the nation’s most esteemed financial organizations, including Morgan Stanley, Fidelity Institutional, TIAA-CREF, Lincoln Financial Advisors, and the privately-owned firm Moors & Cabot. These roles have honed Tom’s expertise and fueled a passion for delivering personalized financial solutions.

A proud 1985 graduate of Northeastern University, Tom holds an array of securities licenses: Series 7, 8, 24, 63, and 66, alongside certifications in Life, Health, and Annuities. As a Massachusetts native, Tom currently resides in Andover with his wife, Mary. Together, they take pride in being the parents of three accomplished adult children.