- Life, Health and Annuities Licenses.
- Registered Representative , CoreCap Investments LLC, Series 6, 63 (9 states)
- Registered Investment Advisor Representative, CoreCap Advisors LLC, Series 65
- Regional Marketing Director with the Capital Choice Financial Services, Inc.
Tom has been serving individuals and businesses since 1983. He is registered through CoreCap Investments to sell Mutual Funds and Variable Annuities. He provides investment advisory services through CoreCap Advisors LLC. He is a participant in the Smartvestor advertising program in the Eastern Ohio and Western Pennsylvania area.
Tom is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We’re looking forward to using our experience to help you pursue your financial goals.