Tom is a Certified Exit Planning Advisor (CEPA) and advises family business owners, entrepreneurs and corporate executives regarding investment and planning strategies. He works closely with clients and their professional advisors on a wide range of complex matters, including tax, divorce, estate ...more

Tom is a Certified Exit Planning Advisor (CEPA) and advises family business owners, entrepreneurs and corporate executives regarding investment and planning strategies. He works closely with clients and their professional advisors on a wide range of complex matters, including tax, divorce, estate and charitable planning.less