For over 30 years, Tom has worked in the financial services industry initially selling insurance products and mutual funds; and later, training others how to sell those products. As the Division Coordinator for a multi-national fraternal insurance society, Tom served as the compliance officer for a 24 state territory ensuring that the sales offices and all sales personnel were in full compliance with state insurance laws and NASD (now FINRA) Regulations.
As the Director of Education Outreach for a non-
profit credit counseling agency, Tom has worked closely with Central Florida social service agencies delivering financial education and counseling to participants in a displaced homemakers assistance program, a family stabilization program, and to first-time home buyers. He also counseled thousands of individuals and families who were struggling with overwhelming credit card debt.
Today, Tom is using those experiences and the knowledge gained from them to work with people who are rebuilding their financial lives; or, with those who are just beginning to build a financial life. In either case, they want to build on a rock solid foundation of knowledge.
Additionally, Tom works with sales representatives, sales managers, and sales trainers providing insights into how sales representatives need to convey concepts and solutions in a manner that makes it easy for the customer to buy.
Tom is a graduate of California State University at Fullerton and has facilitated hundreds of training programs in both a corporate environment and for social service agencies. A Certified CoreMap Facilitator, Tom uses the CoreMAP personality assessment tool to help clients discover their natural traits and abilities empowering them to obtain optimum outcomes and fulfillment in both their personal and professional lives.
Tom has been awarded the following professional designations:
- Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) by the American College of Bryn Mawr, PA
- Fraternal Insurance Counselor Fellow by the National Association of Fraternal Insurance Counselors and the Fraternal Field Managers Association
A true community leader, Tom has been active with the Boy Scouts of America and serves as a troop committee member and an Eagle Scout Mentor. He is a member of the National Speakers’ Association (NSA); the NSA Central Florida Chapter where he has served as the Financial Adviser to the Board of Directors, the Associate Dean for the Speakers Academy, and is currently the Vice-President/Programs; and, the Central Florida Chapter of the American Society for Training and Development.
Tom has had articles published in the Ada Oklahoma Evening News, the Asia Trend Magazine, the Spectrum Magazine, and the Eastern Highlights Magazine.