Registered Representative
Tom has worked in the financial services industry in both a retail and wholesale capacity since 1995. Tom utilizes his excellent organizational and analytical skills to provide superior service to his clientele. Tom started out working in the financial industry assisting individuals to obtain financing for new home purchases, and the refinancing of their existing home. He also spent some time in the wholesale industry where he was able to help and educate other mortgage brokers provide the best solutions for their clientele.
Tom always had a passion for the investment industry and in 2001 he was fortunate enough to enter into this industry and become a Registered Representative. Tom has been very diligent and focused on learning about and ultimately specializing in corporate pension and savings plans. Tom recognized very early on that it is not realistic to be all things to all people and feels he can better serve his clientele by working hard to become an expert on certain targeted topics. Tom likens his belief system to the medical field; after all you wouldn’t go to one doctor for every ailment, you would seek out a specialist.
Tom has spent the last ten years traveling around the tri-state area conducting educational workshops on multiple subjects. Some of the topics include: Retirement Planning, Social Security Benefits, IRA’s, Roth IRA Conversions, 401k Rollovers, Retirement Income Distribution Planning including 72(t) withdraws, Understanding your Credit Score and Estate Planning Basics.
Tom resides in Marlton, NJ with his wife Danielle and his two children. Tom is very passionate about living a healthy life style. You can always find Tom outside at the crack of Dawn either riding his road bike or going for run with some friends. However, Tom is the happiest when he is outside in the yard playing with his children.
Contact Tom:
Direct: 856.316.7412
Fax: 856.235.0013
Toll Free: 866.892.2081
FlagStone Retirement Consultants
240 West Route 38
Suite B
Moorestown, NJ 08057
