With over 30 years of investment experience, Tom offers clients a full range of Wealth Management and Estate Planning services. An extensive background in Fixed-Income allows Tom to capitalize on developing strategies designed to best meet the needs of his clients.
Tom started his career in the financial services industry shortly after graduating from LeMoyne College in 1980. Receiving a Bachelor of Science degree in Business, with a concentration in Economics, Tom’s initial focus was in the Fixed Income / Debt arena. To meet the needs of his clients, Tom moved into the full-service investment planning area with a global financial firm in 1994, where he served as a 2nd Vice President and Financial Planning Specialist.
Tom joined Pinnacle Investments in 2009, where he continues his focus on Wealth Management and Estate Planning in coordination with tailor-made fixed-income strategies.
Currently, Tom holds a FINRA General Securities Rep (Series 7), State Security Agent (Series 63), New York State Insurance license for Life, Accident and Health, as well as NYS Long-Term-Care Partnership Plan Certification.
A life-long resident of the Syracuse area, Tom resides in the western suburbs with his wife Suzanne and their son.
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