Tom entered the financial
services business in 1973. He joined Brennan Financial
Group, an agency of New England Financial in 2002 and
is a registered representative with New England Securities
Corp., Boston, MA.
Tom has earned the Chartered
Life Underwriter (CLU®) designation and the Certified
in Long Term Care (CLTC) designation. He is a graduate
of the Life Underwriting Training Council and has qualified
for membership in the Million Dollar Round Table. As
a financial representative, Tom assists individuals
and business owners in developing strategies to help
attain their financial goals and objectives.
Tom is a member of the
State Board for the National Association of Insurance
and Financial Advisors (NAIFA). He is also on the Board
of Trustees for the Estate Planning Council. Tom is
a past president of the Youngstown chapter of NAIFA
and a past president of the Youngstown chapter of the
Society of Financial Services Professionals. He also
serves on the Board of Directors for Salem Hills Country
Club. He and his wife Diane live in Canfield.
CD200606661 exp. 11/28/2008
PROFESSIONAL AREAS
OF FOCUS
Retirement Planning Strategies
Business Insurance
Personal Insurance
Long Term Care Insurance
Employee Benefits
QUALIFICATIONS
Chartered Life Underwriter designation, CLU®
Life Underwriters Training Council Fellow, LUTCF
Certified in Long Term Care designation, CLTC
Over 30 Years in Insurance Business
PERSONAL
Life long resident of Mahoning Valley
Married, Spouse Diane, 1 daughter
L03075383 exp. 11/08
