Tom is an independent financial planner, which allows him the freedom to explore a wide array of investment opportunities and strategies for his clients, without being tied to any single institution’s products or services. This independence is key to the personalized approach he takes with his clients, ensuring that their best interests are always at the forefront of their relationship.

He recognizes that each client has their own unique situation and set of circumstances which are considered when recommending the most appropriate strategies and services to fit their needs. Tom specializes in wealth accumulation planning, risk management and wealth distribution strategies. 

Tom grew up in Berks County, graduating from Governor Mifflin High School. His academic journey took him to Grove City College where he attained his BA in Marketing/Business and minor in computer programming. Tom joined the team at Black Diamond Financial Group in 2012 after six years with the wealth management division of Merrill Lynch.

Outside of work, Tom enjoys road biking, mountain biking, hiking, skiing, pickleball and time with his sons.