Managing Partner, Financial Planner
Founding Partner and registered principal at Upward Wealth Group, Tom brings 32 years of experience to the Firm. Entering the Financial Service industry on the corporate side, he has significant tenure with industry leaders such as John Hancock Financial, Dreyfus Funds and Morgan Stanley. Believing that he could have a greater impact within his community, Tom entered the client side of the business in 2009. His primary focus is on the development of comprehensive wealth management plans, the execution of goal-based investment strategies, and the ongoing management of client investment portfolios. These strategies are specifically tailored to the individual client’s unique needs.
A Summa Cum Laude graduate from Palm Beach Atlantic University he lives in Windermere, Florida with his wife Gina. Never shy about helping those in need, Tom is active in many civic and charitable endeavors. Tom and Gina have two daughters, Noelle who recently graduated NYU and Hope, who is attending Belmont University in Nashville, TN.