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Money Doesn’t Have to Be Complicated

Meet Tom

 

For Tom, being an advocate for clients goes beyond offering financial advice. He is driven by a core set of beliefs to serve all clients with the same passion and dedication, while also recognizing each client’s distinct situation and providing personalized services to meet those differences.

Tom has more than 25 years of experience in the financial services industry. He has the drive, forthrightness and resiliency you’d expect from someone who is an Ironman athlete and a devoted father who adheres to Christian principles.

His clients – which include individuals, families, business owners and executives – gravitate to Tom for his guidance in crafting personalized, comprehensive financial strategies. Clients see the difference with Tom right away through thought-provoking conversations and a process that puts the client’s goals and interests first.

In doing so, Tom is able to use a team approach to build custom, flexible, holistic plans that enable clients to have greater confidence in their long-term success. Tom guides clients through a strategic decision-making process to navigate the various obstacles and detours that life inevitably provides.

Prior to joining the Carson team, Tom worked as a wealth advisor with LPL & Wealthcare Advisory Partners through Secure Planning Group. In addition to his responsibilities as a wealth advisor, Tom also serves as a principal at Miller’s Insurance Agency. 

Tom had several roles at Miller’s prior to becoming CEO, including COO, VP of Sales (when he became part of the ownership team) and Sales. Before Miller’s, Tom began his career in the financial services industry as an agent with Allstate Insurance Company. He graduated from Millersville University with a Bachelor of Science degree in communication studies and a minor in business.

Tom is an active member of his community and engages in various activities. He’s been to Senegal twice to join in his church’s mission, providing medical services and establishing sustainable agricultural systems. An avid proponent of health and fitness, Tom has competed in Ironman events and participates in other activities like golf, skiing, running, swimming and biking. He’s a devoted father to a son and a daughter, and enjoys spending downtime with family and friends.

 

Miller’s Insurance Agency is not affiliated with CWM, LLC.

Tom Skelley is not registered or affiliated with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

Favorite quote:

“If you are willing to do only what’s easy, life will be hard. But if you’re willing to do what’s hard, life will be easy.” – T. Harv. Eker

If I could meet anyone:

Jesus

Favorite holiday:

Christmas

Something on my bucket list:

Cycle across Italy, enjoying the small towns along the way

Place I would most like to visit:

Australia and New Zealand

Favorite book:

“Outliers” by Malcolm Gladwell

Best piece of financial advice:

Regarding savings, pay yourself first and automate it if possible.

Biggest accomplishment:

Completing the Ironman in Florida in 2018