Tom is a Partner, Wealth Manager and the Director of Retirement Plan Services for Blue Water Capital Management. With over a decade of investment and financial planning experience, Tom specializes in working with individuals and businesses in the areas of investment management and financial planning and retirement plan fiduciary services.
Tom received his BS in Business Administration from Syracuse University’s Whitman School of Management with a concentration in Finance and Entrepreneurship and successfully completed the Chartered Retirement Plans Specialist (CRPS) Professional Designation Program. The program covers key issues involved in all phases of establishing retirement plans within businesses.
He currently serves as a board member for the Whitman School Alumni Club of Central New York. As an active member of the club, Tom raises money for student scholarships, community outreach and mentorship programs. Tom was awarded the “Young Alumnus of the Year” award by Syracuse University’s Whitman School of Management in 2017. Tom is a lifelong resident of the Syracuse community and is active in various volunteer and charitable initiatives.