Tom has been a member of Capital Analysts of New England, Inc. since June of 1986. He graduated from the University of New Hampshire with a degree from the Whittemore School of Business in 1985.
The focus of Tom’s practice has been working with successful individuals and business owners in various aspects of their financial planning, including:
- Estate Planning
- Business Succession Planning
- Portfolio Management
- Retirement Planning
- Insurance Solutions
- Employee Benefits
Tom is very active in his community and has served on various committees and boards throughout his career. Currently he serves on the Board of the South Shore Health and Education Foundation. This is the organization that raises money for the South Shore Hospital in Weymouth, Massachusetts. Tom holds the Chartered Financial Consultant designation.
Tom, his wife, Lisa, and their children live in Norwell, Massachusetts