With over 25 years of experience in wealth management, Tom has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. During that time, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts and others in all areas of their investment and wealth management needs.
Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Accredited Investment Fiduciary®
B.A. in Government and Law from Lafayette College
Community Involvement / Leadership
Member Northeast Advisory Board – Lafayette College
Member Finance Committee of the Cathedral of Saint John The Theologian
Board Member – Northvale PAL, Inc.
President – NV Eagles Youth Football
Treasurer – Bergen County Junior Football League
Member – 20/20 National Study Group
Member – National CEO Study Group