For over three decades, Tom has been building lasting relationships with financial clients and his fellow advisors. An attendee of West Point and a 1982 Lehigh University graduate with a BS in Finance, Tom began his career as a Marketing Representative for the John Hancock Financial Network. As a leading representative, he successfully built his own clientele and was pursued for a career in management.
Throughout the 1990s, he built a successful team of leading representatives and eventually became Chief Operating Officer during the formation of Keystone Financial Management in January of 2001. In January 2007, Tom became the President and Chief Executive Officer. He enjoys Keystone’s flexibility and freedom to balance family, friendships, and career. He also takes pride in building the business the way he wants to alongside a broker-dealer and enjoys the benefits of a day’s hard work and job well done.
Tom is a resident of Bethlehem, PA where he resides with his wife, Christine. Tom is also the proud father of two grown children, Amber and Eric.
- Professional Designations
- Chartered Financial Consultant (ChFC®), the American College.
- Professional Licenses
- Life, Accident & Health Licensed in Pennsylvania & Multiple States
FINRA Series 6, 7, 22, 24, 51, 63 & 65 Registered
- Professional Honors
- Signator Hall of Fame Inductee - 2014
- ACE (Achieving Client Excellence) Qualifier 2009-2015
- President’s Conference, 1983 - 1989, 1991, 1992, 1993;
- Life Member Inductee, President’s Conference, 1989;
- Super Achievers Club, 1987, 1992;
- National Quality Award, 1984 – 1988;
- National Sales Achievement Award, 1985, 1987, 1988;
- Sales Manager's Recognition Conference, 1990 – 2001;
- Sales Manager’s Outstanding Achievement Citation, 2001;
- Life Member Inductee, Sales Manager's Recognition Conference, 1997;
- The Vincent C. Bowhers Quality Award, 1997, 1998, 1999
- Citation Award as Associate General Agent and Associate Managing Partner:
1985, 1988, 1993, 2001, 2004, 2005
- LEX (Leading with Excellence) National Growth Leader 2008, 2009, 2011
- LEX National Sales Leader 2016 & 2017
- Perennial LEX Growth Leader and among top firms for Signator Investors, Inc.