Tom is an accomplished financial advisor and wealth management professional with over 30 years of experience. He graduated from Albright College with a degree in Business Management and has since earned his Masters of Financial Planning, Finance and Financial Management Services with the College for Financial Planning. He has been recognized as a FIVE STAR Wealth Manager, as well as an NABCA Premier Advisor by the Philadelphia Business Journal. Tom joined Collaborative Law Professionals of Southeastern PA in 2020. Tom was admitted in 2010 into The Hall of Fame with the financial firm he has been affiliated with for more than three decades.
Tom offers a holistic approach to his clients by helping them organize, simplify prioritize their finances. He takes pride in understanding each client’s unique needs, providing them with personalized investment strategies and by helping bring clarity and support to life’s most important financial decisions. The focus of his financial practice is generational planning that is designed to help clients acknowledge the past, plan for the present, and prepare future generations.
For the last 30 years, Tom has enjoyed walking alongside his clients and has remained a proud resident of Newtown Square with his loving wife, Carolyn. Together they have raised three successful daughters and enjoy sharing their home with their two rescue dogs. Tom is committed to his faith and community and continues to be involved at Church of the Saviour in Wayne and is an active member of the Leadership Council at The Agnes Irwin School from where his three daughters are proud alumna.
What Tom is most inspired by, is being able to help couples proceed with their lives in a healthy, collaborative way that can spare them the hefty emotional and financial burden that often accompanies due process. Tom is engaged with the Collaborative Divorce Process as a financial neutral in using his level of expertise to help individuals and families progress towards a more productive future.