Retirement Income Certified Professional, RICP
Tom began his journey in financial services immediately after graduating Rutgers University in 2001. This path started as an advisor to financial professionals has led to the mastery of the fixed annuity marketplace and advanced planning concepts. The combination of product knowledge, deployment of sales strategies, and customer service has made him a sought after resource by elite producers.
Through joint consultations with advisors and their clients, his understanding of client needs and wants for retirement continues to grow. Helping others create, plan, and realize their dream of retirement has become a mission in his everyday life. Tom has continued this road as a servant leader and broadened the scope as a retirement income specialist. Whether it is accumulation strategies for pre-retirees, income strategies for near retirees, or wealth transfer for post retirees the goal has always remained the same – to provide financial professionals unparalleled service that not only meets clients’ expectations but exceeds them.
“When you do what you love, you will never work a day in your life” are the words Tom always dreamed of. He feels blessed to have found that place in life. Besides his passion for serving financial professional clients, his other passion in life is his family. He shares his love of life with his wife Alessandra and his two children Mason and Bella and is an active member of their community in Tinton Falls. When not at his office or home he can often be found on the nearest links or on the water in search of sport fish.
