About
Tom serves as Senior Vice President of the Retirement + Wealth division where he offers retirement plan consulting to corporate, non-profit, and foundation clients.
An avid sports enthusiast and fan at his sons’ sports events, Tom is a longtime fan of the University of Notre Dame. Tom has been associated with St. Peter’s Soup Kitchen in Rochester, NY for decades and has been a Board Member for 15 years. In addition, he also currently serves as a member of the Brothers of Holy Cross Investment Advisory Committee.
Tom received his bachelor’s degree from Boston College. He also attended The Wharton School at the University of Pennsylvania, as well as the University of Pittsburgh’s Katz School of Business Accredited Investment Fiduciary Analyst (AIFA®) designation.
Tom resides in Rochester, NY with his wife Sally and their four children.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheckoffered through Triad Advisors, member FINRA/SIPC.
