Co-founder of Evergreen Strategic Partners, Tom is a native and longtime resident of Maine. Born in Bangor, he grew up in Winterport, graduated from Hampden Academy and attended the University of Maine. Tom’s upbringing as a true “Mainer” is reflected in his focus on long-term, close relationships with clients and his commitment to the community.
Tom has been in the financial industry for nearly 20 years, and he believes that everyone can benefit from experienced, objective financial advice. Using a highly personalized and interactive approach, Tom works with clients to understand their current financial situation, and provides strategies and recommendations that put them on a path towards their unique goals and plans for the future. He works with a wide variety of clients, with particular experience working with faculty and staff at both colleges and universities.
Tom maintains the FINRA Series 6, 7 and 66 Securities Registrations through LPL Financial. He is also licensed in Life, Health and Variable Contracts, and received his Accredited Investment Fiduciary designation in 2014.
Tom and his wife Laurie live in Hermon, Maine with their daughter, Lauren, and son, Jacob. Tom enjoys spending time with his family and cherishes his role as a father. He is also an avid outdoorsman, and loves fishing and other outdoor sports. He is also a devoted Red Sox, Patriots and Celtics fan.