Financial Advice That Makes the Complex Simple

Meet Tom


Tom is a graduate of Saint Anselm College in Manchester, NH.  After graduation, Tom worked as a retirement plan consultant for a New England based third party administration (“TPA”) firm.  During his 25-year tenure he worked with all varieties of workplace retirement plans in various market segments.

Tom’s knowledge and work ethic were in large part how he rose to become President of the TPA firm.  As President, he oversaw operations for all facets of the TPA’s employee benefit consulting business: actuarial, administrative, consulting, plan document/design optimization, etc. The business continued to grow at a torrid pace and eventually expanded from focusing solely on qualified retirement plans to supporting health and welfare and non-qualified plans.

Carson Wealth clients have access to Tom’s broad knowledge of pension law, plan design, experience and outside the box thinking.

Tom and his wife, Beth, live in Seekonk, MA with their three children.  In his free time, Tom spends time with his family, plays hockey and golf, and coaches high school hockey


Favorite food:  

Veal Parmigiana

Favorite quote:  

“Some people skate to the puck. I skate to where the puck is going to be.” – Wayne Gretzky

If you could meet anyone, past or present, it would be: 

Bruce Springsteen

Favorite Movie: 

Slap Shot

Favorite TV show:  


Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.