Tom is a 38year veteran of the financial services business.
He is a United States Army Veteran (1972 - 1975) Vietnam Era Veteran
Is married to Alice for over 51 years with 4 sons and 13 grandchildren.
He enjoys travel, reading, softball and volley ball in his spare time.
I believe my mission is to assist clients in achieving a more effective and efficient method
to accumulating wealth, reducing taxes in retirement and also leaving a legacy for their family.
With the soon, up and coming tax bracket sunsetting at the end of 2025, it is now even more important to do some serious financial planning!