Tom joined the firm in July of 2006 as the firm’s special projects associate. In December of 2007, he transitioned to the firm’s financial planning department as financial planning associate, and in November of 2008, he became the director of financial planning. As the director of financial planning, Tom manages the production of investment and planning proposals. He is also responsible for the continued development of our wealth management process. He holds the CERTIFIED FINANCIAL PLANNER™ certification.
With a Bachelor of Science in education from West Chester University and his Master of Arts from University of Delaware, Tom began his career as a college professor. He taught European history at several local universities, most recently St. Joseph’s University.
A lifelong Pennsylvania resident, Tom now lives in Media. He enjoys reading, running, and cheering on the Eagles and the Phillies.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards
to individuals who successfully complete initial and ongoing certification requirements.
Q: What would you never leave home without?
Q: What's your favorite book/publication/blog/etc.?
A: I start each day reading Barry Ritholtz's blog, The Big Picture. I also enjoy the work of Umberto Eco, particularly "Foucault's Pendulum" and "The Name of the Rose."
Q: If you were stranded on a desert island, what's the one food you couldn't live without?
Q: Where have you traveled? Where do you dream of traveling?
A: I've been to Germany three times with short excursions to Switzerland, France and Poland. I've also been to Bermuda, the Cayman Islands, the Bahamas, Jamaica and Mexico. Finally, I took two road trips across the country with friends in the late 1990s, visiting a total of 26 states. I'd like to spend more time traveling throughout Europe.