Tom’s financial journey started the moment he cashed his first paycheck from the U.S. Navy. As a Surface Warfare Officer aboard the guided missile cruiser USS Monterey during Operation Enduring Freedom, Tom was already building his first online investment portfolio. His fascination with finance only grew from there, setting him on a path that combined discipline, strategy, and a genuine desire to help others achieve financial security.
Tom went on to deepen his expertise, earning his MBA from Penn State University in Corporate Finance, Investment Management, and Portfolio Analysis after studying at Cornell. He spent over a decade with PNC Financial Services, where he guided clients through financial planning and wealth management, honing his skills as both an advisor and a trusted problem solver.
For Tom, wellness is about more than just the mental and the physical - it’s also about your finances. “Money doesn’t solve all problems, but it can prevent a lot of them!” he says. Tom believes financial planning is a cornerstone of wellness, directly linked to mental and emotional peace of mind. His philosophy is simple: sound decision-making leads to stronger foundations for both individuals and families.
Tom often describes his team at Clear Capital Management as an excellent example of Aristotle’s “wisdom of the crowd”. A homogenous group might miss the mark, but diverse perspectives bring sharper, more accurate solutions. That’s exactly what Clear Capital Management delivers: a team of true fiduciaries. Each team member is united by a commitment to serving clients with creativity, precision, and heart but brings a unique perspective to the table forged by years of unique academic and professional endeavors.
Beyond his financial expertise, Tom is the guy you call when you need a connection. Whether it’s a litigator, a lender, or someone to help untangle a complex financial question, Tom’s robust network has you covered. In Berwyn, Pennsylvania (the same town where he grew up) Tom lives with his wife and three sons. Whether he’s shaping financial futures or the hedges in front of his house, Tom brings passion, precision, and a little charm to everything he does.
Certified Financial Planner | Chartered Financial Planner | MBA: Penn State University - Corporate Finance/Investment Management & Portfolio Management | Board Member: The Bond Club of Philadelphia | Member: Philadelphia Securities Associations