Tom's Qualifications

Since becoming a financial professional in 1993, Tom has worked with hundreds of clients to help plan for their retirements, minimize taxes and plan for the inheritance they intend to leave for their heirs. He is recognized as an innovator in financial planning by adhering to a comprehensive and client-centered approach to providing financial advice. Tom holds a Series 7, 63 and 66 license (Stocks, Bonds, Mutual Funds and Variable Insurance products) as well as a life insurance license and several other designations including but not limited to RFC (Registered Financial Consultant) and CEP (Certified Estate Planner). He was also a member of Ed Slott's Master Elite IRA Advisor Group and is committed to the ongoing advanced training in Retirement Distibution Planning that is required to be a member of this Group. Tom spends at least three to five weeks every year in continued education classes to support his knowledge in the latest tax law changes and the impact they will have on his clients. Also in training on the products and investments that can be utilized to maximize earning, minimize taxes and protect principal. Tom has earned his Ceritfied Estate Planner designation from the Liberty Institute.