Tom brings deep experience managing the complex financial needs of affluent clients, helping them navigate sophisticated investment strategies, tax planning, and legacy concerns.

As a senior financial advisor, Tom oversees the development of the firm’s investment and planning proposals with a commitment to quality and clarity in every recommendation. His thorough approach has made him a trusted resource for both colleagues and clients, particularly high net worth individuals such as physicians and business owners. He holds the CERTIFIED FINANCIAL PLANNER® and Retirement Management Analyst® designations. Tom is also a member of NAPFA.

He joined TGS Financial in 2006 as Special Projects Associate and quickly transitioned to the financial planning team, where his meticulous attention to detail made an immediate impact. In addition to his direct work with clients, Tom manages firmwide planning projects, such as comprehensive year-end planning, to ensure all client portfolios receive great care. He is a dedicated mentor to the firm’s financial planners, equipping them with the skills and confidence to deliver exceptional service.

Tom’s background as a college professor, where he taught European history after earning degrees from West Chester University and the University of Delaware, shows in his ability to communicate complex financial concepts in accessible ways.

A lifelong Pennsylvania resident, he currently lives in Media. Outside of work, Tom enjoys reading, running, and cheering the Eagles and the Phillies. He is a huge film enthusiast and has watched more than 1,900 movies since 2020.

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.