Retirement can be a challenge. Tom is passionate about helping his clients create a practical plan that will protect their hard earned money, provide lifetime income and help them achieve their retirement goals so they can enjoy a secure and rewarding retirement.
Tom graduated from The American College of Financial Services as a Chartered Financial Consultant (ChFC) and also hold a securities license in the capacity of Investment Advisor Rep. He continually participates in training programs, attends seminars and researches the latest developments to stay abreast with what’s happening in the industry. He makes it a point to acquaint himself with all areas of the business. Over the years he has met and worked with some truly amazing people. He feels that it’s very rewarding to help his clients navigate the complexities of Insurance, Finances, Medicare, Social Security, and the many other challenges retirement can bring.
In his free time, he enjoys golfing and quiet dinners with his lovely wife Lenise, who is a great cook of all types of cuisine. But they also enjoy going to restaurants with friends and traveling to warm sunny beaches whenever they have the opportunity. Tom says: “My marriage has brought me the joy of our daughter Jackie and grandson Cyrus who we enjoy spending time with and creating precious memories.”