Tom’s career in finance spans over 12 years, starting with the Hartford in Philadelphia, Pennsylvania. He then moved on to work at American Funds, part of Capital Group, in Indianapolis, Indiana. This is where he met his wife, Emily. In 2016, he teamed up with his father, Mark, at Wells Fargo Advisors. He and his father joined RBC Wealth Management in 2023.
After completing very extensive coursework, Tom passed the CERTIFIED FINANCIAL PLANNER® exam and is now a CFP® professional. This designation has a focus on everything from tax planning, estate strategies, investments, retirement planning, and insurance. Tom also earned the Retirement Income Certified Professional® designation from the American College of Financial Services following successful completion of advanced studies focused on retirement planning.
In Tom’s spare time, he enjoys playing basketball, golfing, and watching sports. He is an avid Penn State fan, where he graduated from in 2012. Most importantly, Tom enjoys spending time with his wife Emily, son Maverick, and Siberian husky Malfoy.
