As an Investment Advisor Representative, Thomas acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority. “

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds Series 7 and 66 Securities Registration
• Graduated Fairfield University with a B.S. in Finance and a minor in Economics from the Dolan School of Business

Personal

• Currently resides in Connecticut
• In his free time he enjoys spending time with his niece and nephew, playing basketball, golf, and weight lifting.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT