Tom is Assistant Vice President & Wealth Advisor. Tom earned his Bachelor of Science degree in Business Management from the University of Scranton. Tom brings over twenty years of management experience with exemplary customer service skills in the health care, technology, and the hospitality industry as a small business owner.
Tom is a Wealth Manager who takes a long-term relationship driven approach of developing trusted goal-based investment strategies. Tom believes that there are no two clients alike and solutions should be customized to the individualized needs learned throughout the discovery and financial planning process. Tom believes transparency, trust, full disclosure, and proper explanation of recommended solutions are paramount to developing and maintaining a long-term relationship with his clients. His extensive business experience along with his attention to detail and his high degree of professionalism and trust are all assets in the continuous servicing of his individual and business clients of Fidelity Asset Management Services located at Fidelity Bank.