Thomas is a private client advisor in our Wolfeboro, New Hampshire office. He is a certified Global Financial Planner Fellow. Working closely with our investment advisors, He helps clients navigate their complex financial lives. Tom utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. Tom has been a CERTIFIED FINANCIAL PLANNER® professional since 2005 and has more than 20 years of experience in the profession.
Prior to joining the firm, Tom was a principal and senior advisor at Financial Focus, Inc. since 2012. He provided financial planning and investment strategies for high net worth clients and was responsible for the firm’s business development. Prior to working as a financial planner, he worked for 18 years as a software engineer and consultant, mostly in the defense industry.
Tom is very active in Toastmasters International where he served as District 45 Director (2016-2017).
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