
A twenty-nine year veteran in the financial services industry, Tom has extensive experience in sales, strategic account management, product development, and marketing. His career has focused on financial services innovation, delivering effective investment management strategies and retirement planning solutions. Tom has collaborated with some of the nation’s leading investment management and insurance firms, including Symetra Financial, The Hartford (PLANCO), ING/Voya, the Vanguard Group, and Midland National. Over the years, he has built strong relationships with product executives and national sales teams, engaging with top banks, broker/dealers, wirehouse firms, and Registered Investment Advisor firms such as Wells Fargo Advisors, LPL Financial, Merrill Lynch/Bank of America, BB&T Investments, TD Bank, and UnionBank, to name a few.

Reinventment: redefining retirement, reinventing life.
P.O. Box 893, Broomall, PA 19008