SR. FINANCIAL ANALYST
Tommy supports the day-to-day management of the Retirement Ally portfolios and works with advisors to design and implement portfolio solutions for clients.
Tommy believes each client’s situation involves unique circumstances and finding the appropriate solutions can help each client achieve their financial goals.
Tommy currently holds the Series 7 (General Securities Representative), 24 (General Securities Principal), and 65 (Uniform Registered Investment) financial licenses. In his time with Brokers International, Tommy has completed the Level 2 CFA exam and plans to continue toward the CFA designation. Tommy also earned his Masters In Finance from Drake University.