Tom is a Certified Financial Planner™ professional with over 21 years of experience providing financial planning services to individuals and businesses. His services include, but are not limited to, retirement, education, insurance, and estate planning.
Prior to joining the Waddell & Reed team, Tom was a staff accountant for a manufacturing company in Connecticut. As a Financial Advisor, Tom works with individuals and strives to provide honest, easy to understand advice and financial planning strategies. He is a two-time qualifier for the Waddell & Reed Inc. Presidents Council and Platinum Chairman's Cabinet Award winner.
Tom and his wife Karen have been married for 23 years and are the proud parents of two children, Jack and Jessica. He enjoys attending his children's sporting events, fishing, and traveling in his free time.
- CERTIFIED FINANCIAL PLANNER™
- Bachelor of Science
- University of Connecticut
Awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.
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