About Thomas
With a passion for lifelong learning, Tom has cultivated an expertise in wealth management. He is dedicated to building long-term relationships with clients, seeing them first as individuals and not as accounts. He focuses on getting to know clients, asking questions, and understanding personal and financial values, and then recommending solutions after the facts are gathered. He seeks to remove emotion from the financial decision-making process.
Tom is a Capital Region native. He is active in the Financial Planning Association, serving both locally as well as nationally, and has served as the president of the FPA of Northeastern NY chapter. Outside of work, Tom enjoys exploring the outdoors and is a fan of local and regional history, doing home improvement projects, and spending time with his family, including their beloved German Shepherd.
Education and Professional Milestones
-Siena College - bachelor of science in management and marketing, concentrating in finance
-Has held roles at BSNB Wealth Management and Broadview Federal Credit Union (formerly SEFCU)
-Over 20 years of experience in the financial services industry
With a passion for lifelong learning, Tom has cultivated an expertise in wealth management. He is dedicated to building long-term relationships with clients, seeing them first as individuals and not as accounts. He focuses on getting to know clients, asking questions, and understanding personal and financial values, and then recommending solutions after the facts are gathered. He seeks to remove emotion from the financial decision-making process.
Tom is a Capital Region native. He is active in the Financial Planning Association, serving both locally as well as nationally, and has served as the president of the FPA of Northeastern NY chapter. Outside of work, Tom enjoys exploring the outdoors and is a fan of local and regional history, doing home improvement projects, and spending time with his family, including their beloved German Shepherd.
Education and Professional Milestones
-Siena College - bachelor of science in management and marketing, concentrating in finance
-Has held roles at BSNB Wealth Management and Broadview Federal Credit Union (formerly SEFCU)
-Over 20 years of experience in the financial services industry