Tom has been a member of Capital Analysts of New England, Inc. since June of 1986. He is a Registered Representative and holds the FINRA Series 7 and 63 registrations. He is a founding partner of KAF Financial Advisors, LLC. As the company’s managing partner, the focus of Tom’s practice is to work 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, and employee benefits.
Tom graduated Cum Laude from the University of New Hampshire – Peter T. Paul College of Business and Economics with a Bachelor of Science (B.S.), Business Administration. He holds the Chartered Financial Consultant®, Wealth Management and Financial Planning designation from The American College.
Tom is very active in his community and has served on various committees and boards throughout his career. Currently he serves as a Member of the Board of Directors of South Shore Health System. He is a Foundation Trustee and past Chair of the South Shore Hospital Charitable Foundation. This is the organization that raises money for the South Shore Hospital in Weymouth, MA.
Tom, his wife Lisa, and their children live in Norwell, MA.
For more information, please visit KAF Financial Advisors, LLC at www.kaffinancialadvisors.com
KAF Financial Advisors, LLC is independent from and not affiliated with Lincoln Investment and Capital Analysts.