Tom brings over 18 years of experience in the financial services industry, having held key roles including Senior Retirement Plan Consultant at ADP and Participant Engagement Strategist at Prudential and Empower. His career has involved working with small to mid-sized employer groups as well as several multinational Fortune 100 companies. Throughout his work, Tom has prioritized employee education—helping individuals better understand their retirement plans, empowering them with practical knowledge, and guiding them toward confident financial decision-making.
He conducts personalized one-on-one conversations with plan participants, with a focus on simplifying financial concepts, developing effective savings strategies, and supporting individuals at every stage of their financial journey. Tom’s approach centers on clarity, education, and long-term relationships built on trust. He holds FINRA Series 6 and 63 licenses with LPL Financial, a Life & Health Insurance license in Pennsylvania, and is a graduate of Bloomsburg University. He is also a Certified Plan Fiduciary Advisor (CPFA).
Dedicated to plan oversight and participant success, Tom continues to bring together premier financial experts and educational strategies to help every member of his clients’ workforce reach their retirement goals and protect the futures they’ve worked hard to build.