LICENSES AND CERTIFICATIONS
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning CounselorSM
Chartered Retirement Plans SpecialistSM
Series 7 and 66 securities registrations
Life and Health insurance licensed (VA, MD, NC, NY, DC, CA, CT, FL)
PROFESSIONAL EDUCATION AND TRAINING
Chartered Retirement Plans Specialist®, College for Financial Planning (2018)
Chartered Retirement Planning CounselorSM, College of Financial Planning (2017)
Master of Science in Financial Planning (in progress), College for Financial Planning
Certified Financial Planning, Boston University (2011)
Bachelor of Business Administration, Finance and Economics, Radford University (2007)
Five Star Wealth Manager (2013-2018), Forbes, The Wall Street Journal, Richmond Magazine
America’s Top Financial Planners
Tom began his wealth management career in 2007 with Ameriprise Financial. He came to The Main Street Group in order to provide more objective advice to his clients. He has a passion for investing, and enjoys sharing that passion with his clients. He believes in presenting his clients with multiple scenarios of their financial plan to help them feel prepared in both best and worst-case situations. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2011.
Recognized as a 2013-2018 Five Star Wealth Manager of Richmond as seen in Richmond Magazine, Tom has 100% client retention at The Main Street Group with his personal clients. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, client retention, and assets under management among other factors.
A SmartVestor Pro, Tom has helped teach ten Financial Peace University classes– a program from Dave Ramsey.
Tom is the third of six children. He loves to spend time with family, volunteering, learning, and sports. Tom and Emily welcomed the birth of their first child, Emma Rebecca Love, in May 2017.
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