Why Us

Tom operates a financial services practice with locations in Pittsburgh and Cranberry Twp, PA. His practice has grown tremendously over the last 30 years and was ranked 9th in the Forbes best-in-state Financial security professional rankings for 2022. Tom’s firm offers the concierge level client service of a small family practice backed by the strength of Northwestern Mutual. Our focus is helping our clients coordinate all aspects of their planning by providing exceptional financial planning.

Forbes Top Financial Security Professionals Best in State List (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.