As President and Founder of Summit Financial, Tom began working in the financial services business for the Equitable (now AXA/Equitable) at the World Trade Center in Baltimore in 1980. During his tenure, he achieved numerous industry and company awards in management, sales, and service throughout his 20-year career at Equitable.
In 1993, he founded Summit Financial with a vision of providing objective comprehensive financial, retirement, investment, and employee benefit planning for individuals and businesses. Tom has extensive knowledge regarding intricate financial planning and investment advisory strategies. Additionally, he understands the complexities of investment risk management, estate and tax planning and the overall securities industry, including insurance products and services. Tom also serves as Chief Compliance Officer for the firm, enforcing the adherence to all legal regulations and requirements.
Tom is a graduate of Mount St. Mary’s University in Emmitsburg, MD with a degree in secondary education and history. He attended Lasalle University in Philadelphia to further his career in education until his move to Baltimore. In 2010, Tom earned his Financial Planning Certificate from Boston University. His credentials include his ChFC – Chartered Financial Consultant, AIF® – Accredited Investment Fiduciary designations, as well as his membership with the Retirement Partners Consulting Program (RPCP) with LPL Financial.
He lives in Phoenix, MD with his wife and two children. Tom is an avid history buff – enjoys spending time with his family, playing trivia, reading, and listening to music.
As President and Founder of Summit Financial, Tom began working in the financial services business for the Equitable (now AXA/Equitable) at the World Trade Center in Baltimore in 1980. During his tenure, he achieved numerous industry and company awards in management, sales, and service throughout his 20-year career at Equitable.
In 1993, he founded Summit Financial with a vision of providing objective comprehensive financial, retirement, investment, and employee benefit planning for individuals and businesses. Tom has extensive knowledge regarding intricate financial planning and investment advisory strategies. Additionally, he understands the complexities of investment risk management, estate and tax planning and the overall securities industry, including insurance products and services. Tom also serves as Chief Compliance Officer for the firm, enforcing the adherence to all legal regulations and requirements.
Tom is a graduate of Mount St. Mary’s University in Emmitsburg, MD with a degree in secondary education and history. He attended Lasalle University in Philadelphia to further his career in education until his move to Baltimore. In 2010, Tom earned his Financial Planning Certificate from Boston University. His credentials include his ChFC – Chartered Financial Consultant, AIF® – Accredited Investment Fiduciary designations, as well as his membership with the Retirement Partners Consulting Program (RPCP) with LPL Financial.
He lives in Phoenix, MD with his wife and two children. Tom is an avid history buff – enjoys spending time with his family, playing trivia, reading, and listening to music.
