Tom is a Managing Partner, investment advisor, and Principal responsible for supervising other advisors. He has 29 years of experience in the industry and enjoys seeing his clients accomplish their long-term financial goals.
Tom received a Bachelor of Science in Business Management from St. John's University. After graduating, he began his career in 1993 as a financial planner for W.Ş. Griffith & Associates. In 2003, Tom and two other partners formed Asset & Wealth Management, LLC. They have adopted an independent and comprehensive approach to financial planning.
Tom provides expert and professional planning services and adheres to a professional code of ethics. He fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. He is also a registered representative offering securities through American Portfolios Financial Services, Inc.
Tom holds the following licenses:
Series 24, Series 51, Series 7, Series 63, Series 66, Series 6, and NJ Life Insurance License. He is licensed to sell securities in 18 states.
Tom, his wife Anna, and their two children reside in Ringoes, NJ. Tom enjoys spending time with his family, biking, hiking, reading, listening to music, and traveling.