After a 30-year career in the financial services industry, Tom has decided it was time to pivot into a new role. On an average day Tom assists his son Tim with his clients. His main duties consist of client communication and maintenance. There are many activities that clients require which demand thoughtful consideration along with diligent follow up.
The pride of Tom's career stems from working closely with clients, both individuals and business owners alike, to assist in making prudent financial decisions. He is thrilled to be able to help Tim in continuing with this business.
He holds a Master of Science degree in Business Management from Lesley University and a Bachelor of Science degree from Northeastern University.
Tom resides in Medford Massachusetts with his wife of 41 years, Kathleen. They have three, happily married children and seven wonderful grandchildren.