Tom provides business development, investment consulting and wealth advising support to financial advisors in Eastern Massachusetts, Maine, New Hampshire and Rhode Island. He seeks to help financial advisors build scalable and efficient advisory businesses.
Prior to joining AssetMark, Tom was a National Account Representative and Internal Wholesaler at American Funds, working directly with financial advisors. Tom earned his Bachelor of Business Administration in Finance from the University of Iowa. He holds Series 7, 63, and 65 licenses.