One of Steven Covey’s Seven Habits of Highly Successful People is “Begin with the End in Mind”. Tom believes that everyone should start each day knowing how his or her activities and efforts that day are leading them to the desired outcome. Tom is adept at helping people create their Financial Freedom goals and making a comprehensive plan to realize them. Being a teacher at heart, Tom enjoys educating his clients and helping them navigate the complexities of the financial world in a manner which they can comprehend. He provides financial planning to individuals and small business with less than 50 million in annual revenue. He is registered to provide investment services in multiple states.
Tom graduated from the University of Florida (Go Gators!) where he received his Bachelor of Science degree and a Minor in Marketing Business and Sales. Tom also graduated from Rollins Crummer Graduate School of Business with his MBA in Finance and Entrepreneurship.
Tom enjoys a long association with the central Florida community since 1983 when his family moved to Kissimmee. Tom enjoys giving back to the community. He serves on the Board of Directors for the Central Florida Boy Scouts and the Saint Cloud Little League. He also coaches youth football, baseball, volleyball, and golf. During the fall his weekends are spent at the Swamp watching the Gators play. When he isn’t supporting the Gators he enjoys outdoor activities like golf, water skiing, and hiking. He has completed several thorough hikes in our nation’s National Parks.