Tom offers a distinct viewpoint to the realm of financial planning, nurtured by a lifelong immersion in the industry as a second-generation advisor. After nearly a decade working at MFG, Tom took over as President in 2025.
Tom holds a bachelor's degree in Finance. After college, Tom transitioned to a boutique Mergers and Acquisitions financial firm in Chicago. During his tenure, Tom played a vital role within the organization’s valuation and transaction advisory practice, successfully closing transactions working alongside private equity firms, REITs, family office funds, and institutional publicly traded clients. Tom then transitioned to MFG in 2018, leveraging his analytical aptitude to substantially enhances MFG's portfolio design, strategic tax planning, complex estate strategy, and overall comprehensive financial planning offerings. Furthermore, he spearheads MFG's retirement plan services*, serving as the trusted advisor to Chicagoland businesses for their 401(k) and retirement plans.
Tom has obtained the Series 7 and Series 66 licenses**, as well as the Illinois Life and Health Insurance Exams.
Tom is also a CERTIFIED FINANCIAL PLANNER® professional, a designation recognized as the standard in the financial planning industry. Earning the CFP® credential requires rigorous education, extensive experience, and a commitment to a strict code of ethics. This designation reflects Tom's commitment to treating a client's financial life as one interconnected plan — because tax decisions affect estate outcomes, investment choices shape retirement income, and insurance gaps can undermine everything else. Handling these disciplines in isolation is how things get missed. The CFP® standard ensures Tom has the depth to address each area and the perspective to make them work together.
Based out of MFG's Orland Park office, Tom also travels throughout the Chicagoland area and neighboring states to cater the financial planning needs of MFG clients. Tom lives in Hinsdale with his wife and four young children.
*Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor.
**Series 7 securities registration held through LPL Financial and Series 66 registration held through both LPL Financial and Highpoint Planning Partners.