Tom has been in the financial industry for over 28 years. He has a strong "client comes first" philosophy. He specializes in retirement strategies and 401k rollovers. He assists clients in building diversified investment portfolios using investment strategies that enhance growth potential while intended to reduce risk.
Tom works with families, business owners, pre-retirees needing conservative investment strategies. He is interested in long term relationships and not just individual transactions. Tom personally designs financial strategies that take into consideration investment needs, risk, tax consequences and personal objectives.
Tom is a graduate of Virginia Commonwealth University and enjoys golf and helping out in the community. Tom lives in Richmond, Virginia with his wife Mimi.