Tom grew up in New Middletown, Ohio, and graduated from Springfield Local High School and Kent State University. Tom entered the financial services industry in 2002 and currently holds FINRA Series 7 and 63 securities licenses as well as various insurance licenses. Tom works largely in a fee-based investment advisory capacity as an Investment Advisor Representative (IAR) of Cambridge Investment Research Advisors, Inc., a registered investment advisor.
Tom believes in a holistic approach to the financial planning process and currently offers financial planning, investment management, and insurance products to existing and prospective clients. Among others, Tom works with baby boomers on retirement goals, medical professionals making the transition from residency into full-time practice, and business owners encountering individual and business decisions.
Tom is currently a Board Member of Vail's Voice (nonprofit foundation for pediatric patients), volunteers as a coach for his son's baseball and basketball teams and is a member of the New Middletown Lions Club. When he is not in the office, he enjoys spending time with his wife Kelsey, their son Konnor and their two dogs. He also enjoys playing golf and is an avid Boston Red Sox, Cleveland Browns, and Ohio State Buckeyes fan.