Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Estate Planning, Risk Management Strategies
As a Senior VP, Tom is responsible for helping the current advisors to grow their respective practices as well as growing the office by adding new advisors to the firm. Prior to working at Financial Partners, he was the Managing Director with iTP Partners. He is a member of the Society of Financial Services Professionals, as well as a variety of other industry and philanthropic organizations.
Tom earned his undergraduate degree at Niagara University, where he majored in Business Management. He and his wife, Georgia, are the parents of Olivia (14) and AJ (12) and they have lived in Victor, NY for the past 12 years.
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400 Meridian Centre Boulevard, Suite 101
Rochester, NY 14618-3989