Insurance and Financial Services

 

 

Personal Profile

Since opening his insurance office in 1976, Tom has been dedicated to helping individuals and small businesses reach their long term financial goals. His objective is to build a lasting relationship with every client, through honesty, trust, and service. Tom and his wife, Sue, have two daughters, Sandy and Julie, and live in South Glastonbury, CT. He is passionate about his family, sailing, and skiing.

 

 

Professional Credentials & Designations

Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Member, NAIFA
Investment Adviser Representative for Eagle Strategies LLC, a Registered Investment Adviser
Life and Qualifying Member, Million Dollar Round Table*
Past President, Central Connecticut Business and Estate Planning Council
Past President, Connecticut Life Leaders Association
Past President, Glastonbury Chamber of Commerce
Founding Member, Legacy Advisors of Middlesex County
 


 

Nothing is more important than the financial security of your family or business. Since no two clients are the same, each one deserves personalized attention and top quality products, at affordable prices. Your goals and objectives, both now and in the future, are Tom's primary concern.

 

 

 

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

 

 

 

 

 

 

 

 

For information or to schedule a no obligation appointment with Tom,
please call (860) 633-2361.

 

 

 


Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

 

 

 

 

 

 

 

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  • Income for the Long Run

    A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

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