Meet Tom
Tom is a Sr. Wealth Advisor based in Old Lyme, Connecticut. He joined Mercer Advisors through the acquisition of Benchmark Wealth Management, LLC, which he co-founded and where he served as a Managing Director, Wealth Manager, and Chief Compliance Officer. Tom began his financial planning career in 2000. Prior, Tom was an operations supervisor for a Fortune 500 subsidiary for 10 years.
He is a proud veteran of the U.S. Naval Submarine Force, serving in the engineering department and as a ship’s diver. In 2007, Tom co-founded Benchmark Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional, and earned the Certified Investment Management Analyst® designation and the Master Planner Advanced Studies designation. He also earned a MBA from Rensselaer Polytechnic Institute and a M.S. degree in personal financial planning from the College of Financial Planning.
Tom’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Tom has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Tom is known for his thoughtful questions, composed presence, and talent for making complex financial decisions feel clear and manageable. He values long‑term relationships built on trust and transparency, and has a commitment to each client’s goals. If you’re looking for a collaborative partner and a steady guide through life’s major financial moments, Tom is an excellent fit.
Tom in real life
What keeps you busy outside of work?
I spend time with my family, at the dojo as a Jujutsu and Kick Boxing black belt, and at the gym. I enjoy travel and concerts with friends.
Any words you try to live by?
Get busy living or get busy dying.
How do you give back?
I dedicate time to serve on community boards and do pro bono work within the financial planning field.
Tom’s snapshots
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