A veteran of over thirty years in the financial services industry, Tom has been with Capital Analysts Incorporated since June 1985 and joined KAF Financial Advisors, LLC in August 2000.
In his role, Tom helps both businesses and individuals design, administer, and monitor their retirement plans. Tom services clients across the country, including professional organizations, nonprofits, and the construction and manufacturing industries. In addition to providing retirement plan services to businesses, Tom also works with business owners and individuals with their estate and investment planning goals.
As part of his commitment to the industry, Tom is an Accredited Investment Fiduciary (AIF®), a Certified Fund Specialist (CFS®) and a Chartered Retirement Plans Specialist (CRPS®). He was named one of the nation’s top 300 most influential retirement plan advisors by the 401(k)wire.com. Tom has been selected by The Financial Times as a member of that publication's 401 Top Retirement Advisors in the United States and is a member of the Retirement Advisory Council (RAC), a retirement industry forum for best practices.
Prior to his financial services career, Tom had a nine-year career with the National Football League (NFL), serving as Director of Public Relations and Business Manager for the New England Patriots (1976-1985). He served on seven NFL Super Bowl staffs and as Director of Public Relations for the 1985 NFL Pro Bowl in Hawaii.
Active in the community, Tom is President of Hingham, MA Youth Football, a founding board member and Treasurer of the South Shore (MA) Special Needs Athletic Partnership, and Treasurer of the Chappaquiddick Beach Club on Martha’s Vineyard. Tom also coaches youth football and volunteers his time as an auctioneer for many fundraisers in Boston and the surrounding areas.
Tom holds a B.S. in Economics from St. Lawrence University (1975) and a MBA in Accounting from the University of Massachusetts-Amherst (1977), where he also served as a varsity graduate assistant football coach. Tom and his wife Debbie reside in Hingham, MA and are the parents of Lindsey, twins Allison and Gregory, and daughter Colby.
KAF Financial Advisors, LLC is independent from and not affiliated with Lincoln Investment and Capital Analysts.
The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 401.