For more than 10 years, Tom has been dedicated to helping individuals, families, and small business owners achieve their financial goals through holistic financial planning and investment management solutions. He has experience delivering a superior level of commitment and expertise necessary to create situation-based financial strategies and translate them into immediate, actionable steps.

Tom provides a holistic and multidisciplinary approach to advising clients and their families on a wide range of investing and financial planning needs. He plans for their long term financial health, crafting a strategic plan that aligns their wealth with their family’s aspirations and financial goals. 

What he loves the most is having the ability to make positive impact on his clients’ lives and work alongside them over many years, through all of life’s many transitions.

Tom and his wife, Susie, live in Cheshire, Connecticut with their two children. In his spare time, you can find him doing all his favorite activities with family, including cooking authentic Italian meals together, enjoying the great outdoors, and traveling to experience world cultures.