Tom joined Pine Valley Investments (PVI) in April 2021 as a Financial Advisor. Tom is responsible for managing client relationships, financial planning and recommending investments to accomplish client goals. In his capacity, Tom is primarily responsible for the preparation and ongoing maintenance of the firm’s wealth planning clients. Prior to joining PVI, Tom worked for Prudential as a Financial Advisor where he primarily focused on financial planning and reviewing insurance policies. Tom earned a Bachelor of Science degree in Finance from West Chester University in 2017. Tom is a CERTIFIED FINANCIAL PLANNER having obtained the accreditation in 2022.