As a Wealth Management Advisor and Resident Director in the Canfield, OH office, Tom focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Tom also was the Associate Resident Director for 5 years in the Hermitage, PA location before consolidating with Canfield office. Tom has a Bachelor's degree from Youngstown State University and a Master's degree in Personal Financial Planning from the College for Financial Planning. He holds the CFP®, AWMA™, and CRPC™ designations. Tom currently sits on the Board of Directors for United Way of Mercer County and Whole Life Services, both in the Shenango Valley. Tom has been a life-long resident of the Mahoning Valley and currently resides in Boardman with his wife, Katie.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
