Tom joined the firm in 2006 as the firm’s Special Projects Associate and quickly transitioned to the financial planning team. Tom manages the production of investment and planning proposals and is responsible for quality control of TGS’s wealth management process. He holds the CERTIFIED FINANCIAL PLANNER™ and Retirement Management Analyst® designations.
With a Bachelor of Science in education from West Chester University and his Master of Arts from University of Delaware, Tom began his career as a college professor. He taught European history at several local universities, most recently St. Joseph’s University.
A lifelong Pennsylvania resident, Tom now lives in Media. He enjoys reading, running, and cheering on the Eagles and the Phillies.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “RMA®,” and “Retirement Management Analyst®.” Use of RMA®, and / or Retirement Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.