Tom graduated from the University of Massachusetts/Lowell with a BS in business administration and a concentration in marketing. Before joining Allen Financial, he was a financial advisor at Bancnorth Investment Planning.
Working in Midcoast Maine, Tom helps clients work toward their financial goals from retirement and wealth management to insurance and other savings needs. Tom also spent six years at Eaton Vance Wealth Management, a financial services firm in Boston, where he worked with many clients throughout the Mid-Atlantic area. Tom has FINRA Series 6, 7, 63, and 66 registrations; he is a CERTIFIED FINANCIAL PLANNER™ Professional and Accredited Investment Fiduciary®.