CFP®, CPA
Financial Advisor / Member Owner
My perfect workday would include helping clients solve problems, and it wouldn’t be so bad if the stock market went up strongly as well.
Tom has been involved in the financial services industry since 1995. He was a founding partner, senior wealth advisor, and Chief Executive Officer for Domani Wealth until it joined with Savant in 2023. Tom has a deep background in income, estate, and gift taxation and is relied upon for guidance in helping clients develop legacy plans for their family and charitable intentions. He is known for his willingness to serve others, whether in the community, as a mentor to staff, or as a technical lead on financial planning.
Tom earned a bachelor of science degree in accounting from Bloomsburg (PA) University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant (CPA). Tom is a member of the Financial Planning Association, the Financial Planning Association of the Philadelphia Tri-State Area, the American Institute of Certified Public Accountants, and the Pennsylvania Institute of Certified Public Accountants.
Tom is a member of the board of the Caron Foundation and serves on its investment committee and finance committee. He is a board member of Berks Encore and serves on its operations committee and helps to provide investment oversight on their endowment funds. Tom also serves as a trustee of the Marshall Hughes Scholarship Foundation.
In his free time, Tom enjoys hunting and fishing, and he treasures an autograph from JFK.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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