Managing Director – Director of Advisor Development, Investment Advisor Representative
Tom helps shape the direction and purpose of the firm. He is passionate about the retirement planning industry, founding Compass Point Retirement Planning in 1994, a premier firm in New England. Tom has 25 years of RIA ownership and advisory experience and uses this background to provide insights to the executive team of f3Logic.
Compass Point is entirely focused on the best possible client experience and outcomes. Tom believesthis begins with a complete understanding of every client’s finances with the goal of creating a long-term partnership to achieve financial freedom. In service of this goal, Compass Point makes sure eachclient gets the personal attention and care they need. With a 4 to 1 staff to advisor ratio, Compass Pointensures that clients always have someone to speak with and every client is well taken care of.
Tom believes that Compass Point’s success will be a great example for future firms and advisors that joinf3Logic. He is confident that f3Logic will help free advisors from the captivity of big financial firms andset them on a path towards true independence where they can better serve clients’ needs.
Series 7,24,63 and 65
Insurance Licensed for Life, Health, and Annuity