As Managing Director, Tom is responsible for coordinating all insurance activity and works closely with advisors and clients to deliver creative insurance solutions. As a trusted insurance specialist, he is the prime advisor and client liaison for new business, insurance planning and ongoing management and monitoring services for in-force policies. Tom is dedicated to bringing a best-in-class insurance buying experience to advisors and their clients by leveraging relationships with key industry partners. Tom and his wife Jamie reside in Stow, Ohio, with their son and daughter. Tom is active in his church community and enjoys spending time outdoors hiking, biking and kayaking. Whenever possible, he and his wife enjoy traveling and hiking in the mountains.