Tom is an Associate Vice President with Hefren-Tillotson, Inc. In working with his clients, Tom utilizes Hefren-Tillotson’s comprehensive MASTERPLAN approach to help them achieve and maintain their goal of financial independence. Through the use of the MASTERPLAN approach, H-T’s in-depth financial planning process, Tom is able to analyze and evaluate his client’s goals before recommending an investment strategy tailored to meet their specific needs.
Prior to joining the firm, he spent 10 years in the automotive industry, where he was Controller and Fixed Operations Manager for a seven franchise automotive group. During his time, Tom’s experience with the Sales Department provided him with an acute understanding of the importance maintaining long-term customer satisfaction.
Tom holds his Series 7 and 66 securities licenses and studied Business Administration at Thiel College. Tom and his wife, Sarah, are lifelong residents of the City of Butler where they are raising their two young sons, Fred and Charlie. Tom and Sarah enjoy participating in various local service organizations.Send Message