Skip to main content

Tom has 35 years of experience in many sectors of the financial services industry, including asset management, brokerage, trust, mortgage and fintech. Tom led the launch of one of the first online brokers, helped introduce non-proprietary wrap programs and was part of management team that launched one of the first aggregation portals for financial advisors. 

Tom introduced the first multimedia education program for 401(k) participants. His passion for personal finance education has continued with the development of the Financial Experts platform.