Trilogy’s Top “Baker’s Dozen” Advisors* & Largest Leap**
A former science & math teacher
Plays the harmonica
Loves woodworking, making furniture & is a blacksmith
Will video conference with clients to make it easier
As a former math and science teacher, Tom enjoys providing education so those around him can make informed decisions towards their goals. Whether it is working with families, corporations or non-profits, Tom takes the time to determine his clients’ goals, build a long-term, step-by-step plan and work collaboratively with them towards these set goals.
Tom’s penchant for education doesn’t stop with his clients. He mentors both his team members and youth interested in the financial industry. Additionally, numerous companies and municipalities hire Tom and his team to provide educational workshops for their employees. Tom is also a member of the Association of Financial Educators and My Secure Advantage, a financial wellness platform.
Since Joining Trilogy in 2001, Tom has obtained numerous licenses and registrations, including the Series 6, 7, 24, 51 and 63 currently held with LPL Financial. He also holds the Series 65, held with Trilogy Capital, Inc., as well as Life and Health Licenses.
*The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.
**The Largest Leap award is given to the advisor with the highest percentage increase in weighted production from the previous year to the current year and who meet a minimum production requirement for the previous year.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.