As a complement to his educational pursuits, Tom drew upon his background as a 4th Degree Black Belt in Shotokan Karate and co-authored a book with John Brubaker entitled: FINRA Arbitration Solution: Five Black Belt Principles to Protect and Grow Your Financial Services Practice, (John Wiley & Sons, Inc. 2007). The book discusses Tom’s method of using principles from his 24 years of martial arts training to teach other representatives how to protect and grow their practices.

In the Fall of 2010, he became a featured author in a collaborative book titled: Plan of Action: Strategies to Help You Build and Preserve Wealth. Tom’s chapter will cover a Balanced Wealth Approach to Planning for a Truly Rich and Fulfilling Life. He also had the honor of writing the foreword to The Art of Investing and Portfolio Management, (McGraw-Hill 2004).

Tom has been a featured speaker on the national level for several conventions, including the Commonwealth National Conference in October of 2008 and the MassMutual Investor’s Appreciation Conference in March of 2009. In September of 2009, he was chosen to attend the Financial Services Institute Advocacy Summit, and met with Senators and Representatives in Washington, DC to discuss financial industry reform.

Recently, Tom has also begun teaching self defense classes to the residents of his community, and donating the proceeds to the House of Bread. He also enjoys educating the next generation, and to this end he created Capital Savings Day™, and for the past four years he has celebrated that day by speaking about his craft to schoolchildren in his community.

Tom has completed the purchase of his third wealth management practice and his views have been highlighted in several leading trade publications including Advisor Today, Investment Advisor, and Wealth Manager.

Tom and his family make their home in Glastonbury, CT.

The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 2% of wealth managers in the Connecticut area in 2010 and reflects those scoring highest in client satisfaction. Wealth managers where identified by surveys conducted with over 113,000 consumers and over 16,300 financial professionals, and evaluated across nine attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores reflect an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success.