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Tom has 35 years of experience in many facets of the financial services industry including; mutual funds, brokerage, trust, mortgage and fintech. Tom has pioneered several new concepts, including the launch of one of the first online brokers, the introduction of non-proprietary wrap programs and an aggregation portal for financial advisors. 

Tom has also been an innovator in personal finance education, having introduced the first multimedia education program for 401(k) participants. His passion for education has continued with the development of the Financial Experts platform.