Tom has over 30 years of financial and business experience, including the operation of his own financial planning and investment firm, before joining Pioneer Wealth Management as a Vice President and Senior Wealth Advisor.
He is a Certified Financial Planner (CFP®) and received his B.S. degree from Cornell University in Ag. Economics, majoring in Business Management & Finance.
Tom was an instructor for classes and seminars in the adult education division of a local community college, for teachers in a local school district, as well as within several NY State departments to union members of CSEA, PEF, and M.C. Classes and seminars included the planning areas of Investment, Retirement, Investment Taxation, and College Funding.
He is a member of the Financial Services Institute (FSI) and the Financial Planning Association of North Eastern NY (FPA of NENY), where he served on the Board of Directors.
To address the needs of his clients, Tom believes in comprehensively reviewing a client's financial situation as presented to him before the design, presentation, and implementation of a plan.
He was born, raised on, and still helps his brother maintain their third-generation family farm in the Florida/Warwick, NY area.
Tom lives in Queensbury with his best friend and wife, Amy, stepdaughter, Emily, and his Jack Russell Terrier, Franklin.