Broker Check

Tom Celebrates 25 Years!

November 09, 2021

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

I am so happy and grateful to be celebrating my 25th year as an Independent Financial Advisor! Thank you to my team at @InternationalFinancial and all my incredible clients. Your support means a lot to me and motivates me every day. I do this work because I love it, and I am passionate about helping each client reach their specific goals, plan their ideal retirement, and design a thoughtful, financial legacy. Please watch as @erinKennedy and I talk about why I got into this business, and what I think is one of the biggest mistakes people make with their money.

Another thank you to all my friends and mentors throughout the years who've helped make this milestone possible: @JohnIammarino, @TheSlottReport, @NelsonNashInstitute, @BrookstoneCapitalManagement, @ReedFinancialGroup, John Nayler, Ed Slott, Gary Reed, Van Meuller, Len Renier, Nelson Nash, Tom Hegna, David Gaylor, and countless others.

If you'd like to speak with me about designing a thoughtful, wealth management strategy that incorporates your specific needs and goals, please reach out for a complimentary meeting at or give me a call at (973) 394-0623.

And if you'd like to hear my insights about current, financial topics, check out The Retire Happy Podcast, you can find it here:

#RetirmentPlanning #WealthManagement #FinancialPlanning