In his role, Tom supports the firm’s partners and their clients by ensuring the financial planning process is smooth and efficient. 

He joined in 2022, after enjoying a long relationship with the Commonwealth Financial Group - most recently, he supported and enabled the growth of one of the firm’s top financial advisors’ overall business. 

"Assisting in the financial planning process is extremely gratifying, especially the privilege of watching clients make the successful transition to the retirement phase of their lives,” Tom says, adding, “working with several generations of a family has given me a unique perspective and great appreciation for just how important sound financial planning is.

He attended the University of Wisconsin, Madison where he studied Agricultural Journalism.

Tom spent his early years in Bermuda and later, Grosse Pointe, MI.  and now lives in Osterville, Massachusetts.  He enjoys playing tennis and kayaking, but most of all he enjoys spending time with his wife Mary and their two grown boys.