Tom is a Certified Financial Planner who has specialized in Business Succession planning and estate planning for entrepreneurs, many of whom identify as family-owned businesses. After 10 years in the industry, Tom was the founder and served as President of Family Business Planning Group, a boutique planning firm which served the needs of successful family owned businesses planning for the continuation of their enterprises. In 2001, after 20 years in the business, Tom joined Sequoia Financial Group, where he focused his expertise on sophisticated life insurance planning supporting business succession and estate planning strategies, and served as Vice President of Life Insurance Services.
Having spent much of his career providing advisory services to Sequoia Financial and Cohen & Company CPA’s most affluent clients, Tom has now joined Long Road Risk Management Services as Managing Director of Insurance Services.
Tom has been very active in the Association of Advance Life Underwriters, the pre-eminent industry association, as well as the Estate Planning Council of Cleveland. He is a former chairman of the economic development committee of Highland Heights, Ohio, where he resides with his wife Barbara. Together they have three adult children, and two grandchildren. Tom is an avid tennis player, who also enjoys golf and snow skiing.
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