Before starting Northeast Investment Services, Tom spent five years as a financial advisor at New York Life and Eagle Strategies, and 5 years with one of the largest pension consulting firms in New England as a financial consultant and VP of sales. He brings industry knowledge and a belief that the educated client is the best client.
From being a licensed captain to brewing his own beer, no challenge is too daunting for Tom out of the office. He lives with his wife and two children in Plainville, MA.
Education and Professional Designations:
Bridgewater State University, B.A. Business, and Personal Financial Services
FINRA Series 6 and 63 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners LLC (GRP)
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“Risk comes from not knowing what you are doing.”