Tom is an Investment Advisor Representative with Level Four Advisory Services, LLC and a Registered Representative with LPL Financial. Tom provides financial advice and direction to small businesses, families and individuals. Tom began his career in 1986 and spent the last 24 years with the John Hancock Financial Network before joining LPL Financial. He has earned Series 7 and 63 registrations (held with LPL Financial) and Series 66 registration (held with both LPL Financial and Level Four Advisory Services) in addition to Life and Health insurance licenses.
Tom’s first priority is to listen and to understand the needs and goals of each person he does business with, and, to continuously monitor those needs as time goes by and needs change.
Tom and his wife Carole reside in Roanoke County. He enjoys fishing, golf and camping with Carole and their Shih Tzu, Winston.