Tom has been with LPL and Gladstone since 2016 and has over 17 years of investment experience as a financial advisor. He takes the time to learn about his clients’ goals and crafts a plan that seeks to put his clients in the best possible situation to succeed.
He achieved a BFA from William Paterson University, a MFA from SUNY Purchase, and a MBA from Centenary University. Currently, Tom holds three industry designations; the Certified Retirement Planning Counselor or CRPC®, the Accredited Wealth Management Advisor or AWMA®, and the Accredited Portfolio Management Advisor or APMA®.
In his free time, Tom enjoys music of all kinds, is an avid outdoorsman, and plays the “jack-of-all-trades” while restoring his Hope, NJ farmhouse built in the 1800's. He also enjoys genealogy and is a great nephew of First Lady Elizabeth Kortright, wife of President James Monroe.
*Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.