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Tom holds the following designations: Certified Financial Planner® (1994), Chartered Retirement Planning Counselor® (2018), Certified Divorce Financial Advisor® (2021). 

Tom holds a Master of Business Administration degree from Monmouth University and a Bachelor of Science degree in Management Science from Kean University

Tom has been active in the financial planning and wealth management profession since 1993, working to protect your family's wealth from predators, creditors and Senators.

I'm a local insurance professional that owns a mid-sized agency with approximately 35 employees.  We write with dozens of carriers, and focus on commercial and personal insurance.  Property and Casualty (Auto, Home, Business Liability, Worker's Compensation, etc.), as well as Employee Benefits (Group Health Insurance) as well as Life Insurance and Wealth Management.  We have a concentration of contractors and construction business, as well as a manufacturing program for metal workers, and a Marina program.

As a lifelong resident of Monmouth County, I have been residing in the Fair Haven/Red Bank are for over 20 years. Have served my community on various committees, such as VP for PTA, volunteer at Church of the Nativity, fundraising lead for Boy Scout Troop 67, as well as Covenant House/Asbury Park and CPC Behavioral Heathcare.
Had a successful career as a manager on Wall Street for many years and bring high standards of professionalism to my work.

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