My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Tom has always been passionate about supporting people achieve success. As a Financial Advisor, Tom assists people get a better handle on their financial future. He takes the time to listen and understand what financial success means to that individual. Working together in clearly defining and prioritizing your goals and objectives, we create a financial road map which minimizes risk, maximizes profitability, preserves assets and reduces the financial uncertainty. Each person has their own unique vision of personal and financial success. Having a well thought out plan will provide you financial confidence. If you are just starting to think about your financial future; or want to see if you're on the right track, we should talk. Review the basics of a goals based plan: Wealth Preservation, Cash Flow Management, Benefit and Investment Optimization, Legacy and Tax Minimization Strategies*.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
