Tom is a Certified Financial Planner Professional™ earning this prestigious credential from the Certified Financial Planner Board of Standards in 1996.  Tom has been active in the financial planning and wealth management profession since 1993, working with individuals, families and business owners always putting the interests and needs of clients first.

Tom is a lifelong New Jersey resident residing in Eastern Monmouth County with his wife Kristi and occasionally our adult daughter Julia and her giant rescue, Benny.

Tom holds a Master of Business Administration degree from Monmouth University and a Bachelor of Science degree in Management Science from Kean University

Tom is also active with the New Jersey Chapter of the Financial Planning Association serving on the Board of Directors, completing service as Board Chair in 2012.

Tom is also a trustee for the Estate and Financial Planning Council of Central New Jersey.

Tom was an adjunct instructor, teaching Financial Well Being and Financial Planning at William Paterson University from 2010 - 2020

About Jersey Shore Financial Advisors, LLC

Jersey Shore Financial Advisors, LLC is a New Jersey Registered Investment Advisor providing comprehensive financial planning services to individuals, families, multi-generational family groups and businesses on a fee-only basis.