Tom joined MountainOne Investments in 2018 and has nearly 20 years of experience as a personal financial advisor. Tom is a CERTIFIED FINANCIAL PLANNERTM practitioner, and holds the Chartered Financial Consultant and Chartered Life Underwriter designations. He has a Bachelor of Science degree from the University of Massachusetts at Lowell, and holds the FINRA Series 7, 24, 63, and 66 registrations. At MountainOne Investments, Tom provides comprehensive investment, financial planning, and insurance services to individuals and organizations. He specializes in advisory-based asset management. Tom is registered as an Investment Adviser Representative of Commonwealth Financial Network®. Additionally, he is life, health, and disability insurance licensed in Massachusetts and New York. Tom resides in Pittsfield with his wife and daughter.