Tom is an investment consultant and adviser specializing in wealth management and financial planning. Tom helps our clients make sense of the details, and guides them on matters of portfolio construction, management and ongoing financial wellness.
Before joining Conrad Siegel, Tom served as VP and Relationship Manager with a major regional financial institution, affording him depth of knowledge in Private Banking, lending options and investments, helping our clients to determine a path to attaining their goals.
Tom has written articles for The Central Pennsylvania Business Journal, Pensions and Investments, PennLive and has been quoted in the Wall Street Journal and US News and World Report. Tom holds two of the financial industry’s top credentials: Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) accreditations.
An active outdoorsman who enjoys motor sports, fitness and travel, Tom holds the rank of Roku-Dan (6th degree) black belt with the Hershey Isshinryu School of Karate.