Worked for Schools First FCU
Bachelors in Economics
Works with American Red Cross & Family Reach
Loves to travel
Loves hockey & surfing
Will video conference with clients to make it easier
Tom has over 30 years of financial and investment experience which he uses to educate and build trust with his clients. Prior to joining Trilogy Financial in 2011, he worked as principal and manager of Member Investment Services for SchoolsFirst Federal Credit Union, working with teachers and their retirement accounts. When he transitioned to Trilogy Financial, he did so to guide families through financial, tax and estate planning.
Tom’s mission is to provide objective planning and help his clients build strategies towards an enjoyable, comfortable retirement. He works towards this goal by listening to his clients’ financial and retirement objectives, then working with them to manage their risks and create strategies to help deliver results. He understands that by educating his clients today, he can help them plan for tomorrow.
Tom continues his service to others by working with the American Red Cross as well as Family Reach, an organization that provides assistance to families with a child or parent afflicted with cancer. He also holds his Life Insurance license and is an Investment Advisor Representative with Trilogy Capital, Inc., where he holds his Series 65 Registration.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
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.