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Tom has been with Solenture since 1999 and focuses on working with executives, business owners, and other high income or high net worth individuals. Tom works with these individuals on personal risk management, cash and income planning for retirement, and wealth transfer strategies including fulfilling charitable intents or other goals. Tom also performs transition planning for executives and business owners. This planning is designed to maximize the transition of executive compensation and benefits and the value of business ownership into the individual’s personal financial plan. This includes planning related to recruiting, retaining and rewarding key employees as well as buy-sell planning and business succession planning to maximize business value. Tom also works with Solenture’s Strategic Ventures Group to identify and evaluate cutting edge financial products and strategies related to the creation, preservation, and transfer of wealth. Prior to joining Solenture, Tom served as an agent and branch manager for Monumental Life Insurance Company in the individual life, health and annuity markets. Tom earned his B.S. in Business Administration from Indiana University of Pennsylvania and holds professional certifications such as the Master of Science in Financial Services (MSFS) and Chartered Financial Consultant (ChFC), both from The American College and is a Certified Financial PlannerTM (CFPTM) Certificant. | 