Tom has 40 years of experience in the financial services field. He provides wealth management to a select group of high-net-worth individuals in a variety of fee-based programs as an Investment Adviser Representative with LPL Financial. He also manages investment programs for numerous business retirement plans and he has achieved his Accredited Investment Fiduciary® (AIF®) designation.
He resides in Holden, Massachusetts, along with his wife of 30+ years, Cyndi, and their children: Bryan, Erynn, Connor, and Kailee. Cyndi and Tom are devoted parents who do not miss any activities of their kids!
Beyond the business, Tom is an avid sports fan. He has coached baseball for 20 years at various levels, from Little League to college. Previously, he served on the board of the New England AAU Baseball and was the tournament director for three years. During this time, he had the privilege to coach two state-title teams. Also an accomplished golfer, Tom has qualified for the Massachusetts State Amateur Championship on three occasions and is a proud member of Worcester Country Club.