MY STORY

Tom has spent the entirety of his career positioning whole life insurance and competing against its alternatives. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. He has been a well known storyteller at perennial company conferences and firm meetings nation-wide, while most recently rejoining the field to drive organizational growth and inspire a cultural shift.Whole life insurance is the Best Kept Secret in financial planning.

Throughout his career, Tom has always focused on academics and selling from a place of integrity. Most recently, he has completed original research and a PhD dissertation on Whole Life as a Fixed-Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Steven Parrish. Tom lives in the Boston area with his two boys aged 10 & 7, and wants nothing more than to make a huge impact on as many emerging top advisors as he can.