Partner/Investment Advisor Representative
Tom has been in the financial services industry for over two decades. He wants to offer his clients the best "independent" services possible, and WhelanScott Asset Management has been built on this core value. Tom began his career working with high net worth clients in their estate planning needs and now uses his depth of experience to understand and customize individual solutions based on personal need. He enjoys public speaking and is active in his community, currently coaching youth sports and teaching CCD, and has worked as a consultant to numerous charitable organizations. Tom is a graduate of the University of New Hampshire, where he was a four-year varsity football player. Tom currently lives in Ramsey, New Jersey with his wife Lisa and four children, Jessica, Alex, Kayla, Abigail and the family dogs Molly & Darla.