Tom has been advising individuals and business owners for over 20 years, serving as their client’s primary advisor in the areas of wealth management, retirement income and estate planning.
Tom graduated in 1983 from Brown University with a degree in Organizational Behavior and Management and began a career as owner of a family business, moving on to roles as a senior executive at a pre-IPO technology firm as well as six years in Switzerland with a large financial services firm. Tom transitioned to the individual advice business back in 2006 with Citigroup Global Markets. He moved to South Shore Bank in 2010 where he has been providing consumers individual investment advice. Tom holds the Series 7, 63, 65 registrations and life and health insurance licenses.
Tom serves as a board member of the Hanover Chamber of Commerce, the Brown Club of Boston and the Hanover Affordable Housing Trust. He now resides in Hanover MA with his wife, Kelly, their two children and dog Brady and enjoys coaching youth sports, cooking and spending time with his family.