Tom joined Jacobi Capital Management in 2022 as a Wealth Advisor. He is driven by his passion to deliver excellent service and to help clients pursue their goals.
As a Wealth Advisor, Tom delivers customized financial planning and wealth management solutions to clients. He takes the time to ask the hard questions and listens carefully to his clients’ needs and wishes to create a path that is suitable for their specific goals. With a focus on individual investors, families and small businesses, Tom seeks to help his clients succeed in all aspects of their financial lives.
Tom began his professional career at Merrill Lynch as an Advisor. A graduate of Bucknell University, Tom has a BS in Business Administration. He is a member of the Wyoming Seminary Alumni Council and in his free time, he enjoys golf, basketball and exploring the outdoors. He lives in Jackson Township with his wife Anntoinette and their dogs Norman and Newman.