Tom brings decades of experience to the team as a planner, technology entrepreneur and corporate executive. He enjoys making a meaningful difference in the lives of his clients and, over the past two decades, has worked with more than 100 families, business owners, and their advisors to design and implement programs intended to protect, grow and transfer assets in excess of $1 billion.
His unique background, which combines years of planning with roles at world class firms including Microsoft and Pfizer, provides Tom with the rare ability to connect with his clients, anticipate issues and prevent problems. His first-hand experience starting companies, navigating global expansion, and private and public equity financing help make him a valuable advisor.
From a personal perspective, Tom draws upon a range of life experiences that add depth to his advice. As a father of six and a lifelong athlete, Tom is well aware of the importance of teamwork and endurance to accomplish a worthy goal. As an entrepreneur, Tom understands the emotional and financial aspects of building and transferring a business.
Tom is a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Business Exit Consultant™, a member of the Financial Planning Association, the Family Business Association, the Business Intelligence Institute and Pinnacle Equity Solutions national advisor network of Business Exit Planners. He holds a number of investment and insurance licenses including the Series 6, 7, 63, 66 and LAH. Tom graduated with a Chemical Engineering degree from the University of New Hampshire.