Tom is one of our valuable Investment Advisor Representatives and his role includes interacting with clients to help them plan for their financial goals, monitoring their investments, and putting together personal financial plans. He also helps with compliance for the firm. He has been in the financial services industry since graduating from Messiah College with a BS in Business. The satisfaction of helping clients achieve their financial goals keeps Tom motivated and he loves the opportunity he has to work with individuals and families throughout their lives and help guide them through their financial situations. He has always been interested in working with numbers and coaching (he’s also a youth soccer coach), so combining these two passions was the perfect fit for Tom.
In addition to guiding and coaching his clients, Tom also enjoys coaching two club soccer teams in Mechanicsburg in his free time. He played on the Men’s Soccer team in college and was a part of three Division III National Championships and was named captain his senior year. In addition to soccer, Tom enjoys date nights with his wife.