With years of industry experience, Tom is an advisor to advisors.
Prior to joining Open Advisors and Lincoln Financial Advisors / Sagemark Consulting, Tom was with Prudential and MetLife as Regional Sales Vice President and Life Insurance Specialist helping Financial Advisors expand their life insurance practices. He focused on assisting advisors at various firms in the Bay Area, including Wells Fargo, Morgan Stanley, Edward Jones and LPL.
Tom served clients of a major independent Property & Casualty firm, Suhr Risk Services, in San Jose and Burlingame. For over 20 years at Suhr, he specialized in Business and Estate Planning for high net worth individuals and business owners.
Schedule a call with Tom and bring him your questions about your financial plan.
Tom was born and raised in New Jersey and relocated to the San Francisco Peninsula at the beginning of his career. He currently lives in Foster City with his wife and little dog. His daughter and her family live nearby in Sunnyvale. Tom is a past president and longtime member of the Foster City Rotary Club and was honored with five Paul Harris Fellowships. Tom enjoys family activities, golf at Half Moon Bay Links, and San Francisco Giants games.