Tom is an accomplished financial professional bringing over four decades of industry experience to Affinity Investment Services. He holds the Series 7,66,63 registrations through LPL Financial, in addition to life and health insurance licenses. He graduated from the University of Connecticut, School of Business Administration, with a major in Finance, Tom focus on developing strategies and solutions for individuals and their families, to help them pursue their short and long term financial goals. His approach to wealth management is consultative, objective, and committed to excellence. He takes the time to listen to and review client financial situations, preferences, and goals. Tom offers investment recommendations designed to accurately reflect each client's income and growth expectations. In addition, He helps clients focus on estate planning issues and work with their advisors in developing their estate plan.

Tom's disciplined planning process can be summarized as follows:

1. Assist client in establishing objectives.
2. Develop a strategy to pursue goals.
3. Implement investment strategy.
4. Periodically review and assess progress.

Tom was born and raised in Connecticut, has three children, and enjoys spending time with his wife Kathleen at the Connecticut shoreline.