Tom J. Di Giacomo

President

I'm an experienced financial advisor. I have had the good fortune and the distinct honor, over my 35 years in business, of working with many successful high-profile entrepreneurs, corporate executives, professionals, high net worth individuals and just really cool people.

I'm skilled in developing financial plans, retirement plans, succession plans and qualified retirement plan design's that suit each unique need of your small, medium, or large closely held business.

I'm experienced in helping the people that I work with in developing a legacy, comprehensive financial plan, succession plan or an investment program.

My experience and dedicated focus on finance and financial issues as well as my targeted brand of questioning helps me in understanding your hopes, fears, dreams and or circumstances. With this understanding I can use my expertise to create a plan or plans to address your specific hopes, dreams or wants.