Tom is a Certified Public Accountant and registered securities representative (FINRA Series 7 and 63, held through Lincoln Investment) and holds life and variable insurance licenses with a master's in business from Duquesne University and a BA in Accounting from the College of William & Mary.
Tom spent 4 years in public accounting where he earned his Certified Public Accountant license while working with financial institutions throughout the country, followed by 18 years with Mellon Bank in a variety of financial positions and several years within their Total Quality Management Division. Tom co-founded ATI Financial Services LLC in 2006 and utilizes his extensive experience in a wide array of accounting, tax and investment matters, including all aspects of financial planning, asset allocation and risk management to support his client's financial objectives and goals. His clients include individuals, families and small businesses.
Tom and his wife, Nancy, met in junior high school at North Allegheny and together have raised two daughters and one son in their Franklin Park home.