Planning ... for the things that REALLY matter.
... now part of BENCHMARK Financial Network
Practice Description
Tom provides comprehensive planning to individuals and families as well as retirement plans for small and medium-sized companies. He conducts extensive analysis of clients' financial situations before developing and executing strategies to fit their needs and meet their goals. His rigorous financial planning process addresses current financial position, risk management, tax management, investment management, retirement planning and estate planning.
He conducts frequent seminars on financial planning for corporate clients and has led numerous seminars on education planning for parents and grandparent groups. He is widely recognized as a progressive leader in Education Planning. He advises individuals in the legal, medical, high-tech, and engineering professions as well as others in retailing and a variety of industries.
Educational and Licensing Qualifications
Bachelor's degree in Economics, Grove City College
Security & Intelligence operative, U.S. Army Reserves
Licensed securities representative
Licensed financial adviser
Licensed insurance representative
Securities Licensed in Pa, Oh, In, Il, Ky, Md, Ma, NJ, NC, SC, Co, & Va.
TBROOKS Financial Services is an independent financial planning firm affiliated with BENCHMARK Financial Network a registered Registered Investment Adviser and Broker/Dealer member of FINRA / SIPC.
Formed in 2000, TBROOKS soon grew into one of the larger Financial Planning practices at Allegheny Investments. In January of 2011, TBROOKS moved their practice from Allegheny to BENCHMARK to better serve their rapidly growing affluent customer base.
Prior to that, Tom had a successful career in retailing. He was Regional Vice President for May Department Stores and Senior Vice President and General Manager of Kaufmann's in Pittsburgh, where he gained decades of planning experience.
In both 2009 & 2010, TBROOKS Financial Services was proud to be named a Five Star Wealth Manager... as recogintion for their customer service awarded to just the top 5% of all financial advisors in the Pittsburgh area.
