Some of Tom’s earliest memories were the family discussions over dinner with his father and grandfather imparting their wisdom, on working hard, saving what you earned and investing in stocks. Those discussions focused on picking out companies with growing earnings and rock-solid management – at a reasonable price. The price paid had to be evaluated with the known risk of running the business successfully and what risks could upset the apple cart supporting your reason for buying the stock. This love of stocks and the underlying business operations behind them shaped Tom’s ultimate career choice and passion for helping families and businesses achieve their financial goals.
As a certified Public Accountant, (CPA), with the AICPA Personal Financial Specialist credential, Tom’s passion is to help his clients achieve financial independence. By helping clients make smart financial decisions and avoid the minefield of “gotcha” mistakes that people and businesses find themselves confronted with, Tom brings his clients the peace of mind to remain focused on what matters most to them.
With over 30 years of experience in investing, financial planning, accounting and taxation, Tom brings a wealth of knowledge and life experiences to the financial planning process. He is a Certified Public Accountant licensed in Florida and has earned the Personal Financial Specialist credential granted by the American Institute of Certified Public Accountants.
When Tom is not serving clients, he is busy imparting these same values with his six kids and four grandchildren. They keep him busy and remind him that life is fleeting and whoever is the fastest downhill skier is the patriarch of the family. Tom does not see the baton passing very soon.