Tommy brings a background in financial services and a passion for helping individuals and families feel more confident in their financial lives. He works closely with clients and the Streamline team, assisting with account administration, transactions, and day-to-day needs to help ensure a smooth and positive client experience.
Tommy earned his degree in Business & Management with a concentration in Finance, Accounting and Business Analytics from Wheaton College (MA), where he was also a student-athlete and member of the baseball team.
One of Tommy’s favorite aspects of working in financial services is the opportunity to build meaningful relationships while helping clients better understand their financial decisions. He enjoys being part of a team that helps simplify complex financial matters and supports clients through important life milestones.
Outside of work, Tommy enjoys golfing, traveling, exploring national parks, following Boston sports, and spending time with family and friends. Originally from the Northeast, he has enjoyed getting to know the Kansas City area and everything it has to offer.
Licenses:
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
- Life & Health Insurance Licenses
