Professional Associations & Qualifications

Bachelor of Arts in History & Master of Science in Education

Chartered Life Underwriter

Certified Long-Term Care Consultant

Husband & Father

Member:

The Society of Financial Services Professionals

The National Association of Insurance and  Financial Services Professionals

The Million Dollar Round Table – Life Member & Top of the Table Member

Gold Knight of the Million Dollar Round Table Charitable Foundation

The Corporation for Long-Term Care Certification - Life Member

Tom has been a Consultant and Registered Representative since 1986. He has developed his “unique process” structure by working with individual, families and closely held businesses in Maine and New Hampshire. Tom has earned the CLU designation from The American College and CLTC designation from the Corporation For Long-Term Care Certification. His knowledge of financial products and their applications to a variety of situations has made him a valued ally to many of his clients. Sound risk management, wealth accumulation and tax reduction are goals of Toms when working with you. He is committed to providing his clients with the best possible information and a high level of service and attention to detail.

“It is one of the most beautiful compensations in life that no man can sincerely help another without helping himself.” – Ralph Waldo Emerson – New England writer and philosopher.