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Tom's Blog

Our life experiences are the fabric that makes us who we are. On a personal level, I am a father, grandfather and husband of forty two years. Professionally, I was a teacher for six years and a Wealth Advisor for the last thirty four.  My blog is an account of what I have learned so far about investing and living during my sixty seven years life journey. 

Bridget's Blog

Money touches us every day and can cause us happiness or despair. The gift comes when we realize it does not qualify who we are or make us less or more of a person because we have it or we don’t. The goal is to make better choices today so that together we create the best financial tomorrow.