Tom joined SEM with 13 years of experience in the financial services industry. Over the course of his career, he has earned a reputation for providing personalized guidance built on trust, transparency, and deep market insight. Whether helping clients navigate complex financial decisions or plan for major life milestones, Tom empowers them with the tools and confidence to make informed choices.

He began his career in 2013 as a stockbroker, gaining hands-on experience in securities trading and market analysis. Tom later transitioned to an Investment Advisor role at JP Morgan, where he served as a Private Client Banker, offering fiduciary advice and comprehensive wealth management. His next chapter took him to Fisher Investments, a move that led him across the country, from New York to Washington, and eventually to his current home in Tampa, FL. At Fisher, Tom held a management role leading a team of advisors, and later served as an Investment Counselor, overseeing $520 million in client assets.

Tom is a graduate of Iona University, where he earned a Bachelor of Science in Finance. He currently holds the Uniform Investment Advisor (Series 65) license and is actively pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. His previous credentials include an insurance license, the General Securities Representative (Series 7) license, and the Uniform Securities Agent (Series 63) license.

Outside of work, Tom enjoys spending time with his wife, Tiffany, and their son, Tae. He’s an avid pickleball player, loves exploring new restaurants, and enjoys traveling with his family.