With more than 30 years of experience, Tom works with clients in all aspects of financial planning and investment management.  He has extensive expertise in all stages of the client’s financial journey – from initial investment strategies to income planning in retirement. He serves as a trusted advisor to high net worth clients, and has specialized for many years in corporate retirement planning.

Tom has particular experience in working with clients in retirement or nearing retirement, and notes that “It has been challenging and rewarding working with clients throughout their working years, planning for life’s events, helping them develop a successful retirement plan and then successfully navigate retirement.”

Tom also works with business owners, developing employee benefit plans including group medical, dental and ancillary coverages, and qualified retirement plans.  Prior to joining CCR in 2005, Tom served as a wealth management, retirement and employee benefit advisor to corporations and high net-worth individuals at Webster Investments and Levine Financial. He earned a Bachelor of Arts from Assumption College and an MBA from the University of Hartford.

An active member of CCR's Corporate Services and Charity & Community Responsibility Committees, Tom is an Investment Advisor Representative and holds Series 7, 63 and 65 securities registrations, and life and health insurance licenses.

When he isn’t working with CCR clients, Tom can be found on the golf course or playing music with his grown sons, Patrick and Zachary.  He lives in Bolton, Connecticut with his wife Nancy.