Office Location:
6115 Park S Dr
Suite 200
Charlotte, NC 28210
After graduating from the University at Albany in 1993, Tom relocated to Charlotte from Upstate NY and joined CP in 2001 with the opportunity to build a career in financial services.
The scope of Tom’s business is to build client relationships that provide opportunities for individuals and small business owners to achieve their financial goals. By meeting clients wherever they are on their current plan, Tom is able to provide guidance and strategies to improve efficiencies, increase cash flows, and design strategies around the clients long term vision.
As a student of this profession, Tom continues to build his knowledge and experience in the areas of accumulation, retirement, business exit and estate planning. He has earned the CERTIFIED FINANCIAL PLANNERTM Professional, Chartered Financial Consultant ® and Retirement Income Certified Professional® designations; holds Series 6,7,63 and 66 securities registrations; as well as Life and Health and Long Term Care insurance licenses.
Tom and his wife, Char, have 2 children, Lindy and Beckett. They attend St. Vincent DePaul Catholic Church and are members at Carolina Golf Club.
Registered Representative and Financial Advisor of Park Avenue Securities . Financial Representative of Guardian. CA Insurance License # 0M90694
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
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2022-147105 Exp 12/24
