As a Senior Client Service Associate, Tom works closely with The Harvest Group team to help clients achieve their retirement and wealth management goals. With over 20 years of financial services experience, Tom is proud to deliver a high degree of personal service to individuals and families. He manages account setup and maintenance, monitors account activity, executes authorized money and securities transactions, and keeps clients and their various custodians/broker dealers apprised of account status.
Originally from Maine, Tom graduated from the University of Maine at Machias with a B.S. in Business Administration. Shortly thereafter, he moved to Brockton, MA, where he married and raised three children. Currently, Tom and his wife, Lauren, are very involved with their children and grandchildren, and look forward every year to football season.