Over the last three decades, Tom has amassed a broad range of experience in alternative asset management, estate planning, private business consulting, niche insurance products, and private wealth management. He frequently lectures on private placement securities and advanced estate planning strategies.

Tom conducts private briefings with family offices, brokerage firms, and sophisticated wealth managers. He is a regarded specialist in offshore private placements. Through his wide range of contacts, Tom has his finger on the pulse of market insights and developments.

Tom is active in many local civic and charitable organizations. He is the proud father of four sons, Tom Jr., Brian, Shawn, and Jack.

CA Insurance License #0F18234