Education & Accreditation

M.B.A., University of New Hampshire
B.S. in Finance, University of New Hampshire

Biography

Previously the captain of the basketball team at UNH, Tommy has a passion for working with and coaching athletes. In his role as an Advisor Associate at Socius, Tommy works with successful athletes that have achieved sudden wealth. As a former athlete, Tommy understands the unique needs of the firm’s clients and the challenges they may face in retaining and building their wealth.

Originally from Seacoast, New Hampshire, Tommy earned his bachelor’s degree and Master’s in Business Administration from the University of New Hampshire. He currently resides in the Boston area, and in his spare time, enjoys golfing and the outdoors.

What inspired you to join Socius?

For me it was the People at Socius. Our whole team is driven by the same underlying goal – to help our clients achieve total financial transparency and by helping them protect what they earn.

What’s the most gratifying part of your job? What motivates you the most?

Helping clients completely understand their financial picture. Assisting them with the process of laying out a blueprint on how we can help maximize and protect their wealth and seeing them execute the plan is really gratifying.

What’s the biggest challenge most people face when it comes to their wealth?

The ability to think long-term and see the big picture. Rather than thinking about the next 1-5 years, think about the next 10-50 years. It is easy, especially with a steady flow of income from a salary and other investment income, to think that those sources of cash flow will be permanent, but sometimes they aren’t. It is critical to begin thinking long term as early as possible to live comfortably at a later stage in life.

What book has changed the way you think?  

The Energy Bus, by Jon Gordon, on positivity, outlook, and how to approach life, and Principles, by Ray Dalio, on strategy, values, and purpose.

What does your perfect Sunday afternoon look like?

A round of golf, followed by grilling out on the patio!