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Pittsburgh Five Star award winner

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

  • Five Star Wealth Manager award winner 2013-2018, 2020
  • Commonweath of Pennsylvania House of Representatives Recipient of The Service to the Community Award by the Rochester Chamber of Commerce December 2014

Tom earned the 2010 Beaver County Times Best of the Valley Readers' Choice Award

Along with these designations, Tom is also a former National Field Trainer for LEAP™ Systems, Inc.  He is a member of the National Ethics Bureau.  He has served on the Board of Directors for the American Red Cross - Beaver Chapter, Beaver County Chamber of Commerce and the Beaver Area Chamber of Commerce. He is a member of the Beaver, Rochester, and Beaver County Chamber of Commerce, and a member of the Knights of Columbus. Tom received the Rochester Area Chamber of Commerce Service to the Community Award in 2014.  Tom was voted Entrepreneur of the year in 2017 by the Beaver Valley Chamber of Commerce.

Tom is also a member of the prestigious "MDRT" (Million Dollar Round Table), 24 years as a qualifying and lifetime member. Tom was invited to speak at the MDRT Connection Zone in Philadelphia, PA (2013), Toronto, Ontario Canada (2014) and New Orleans, LA (2015). He has earned Court of the Table and Top of the Table; distinguishing himself within the industry through their superior performance by producing at a level three times that of MDRT membership requirements. Achieving membership in MDRT's Court of the Table is a career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct. Million Dollar Round Table's Top of the Table is an exclusive forum for the world's most successful life insurance and financial services professionals. 

As a Certified Life Coach, Tom works as an overall financial coach for his clients. Tom has also been certified as a Human Behavior Consultant. 
Tom is a charter member of the National Association of Insurance and Financial Advisors as well as a member of the Society of Financial Service Professionals.

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All advisory services are offered through Prosperity Economics Partners, LLC ("PEP"), a registered investment advisor. PEP is in no way affiliated with 1st Consultants, Inc. nor is 1st Consultants, Inc. a registered investment advisor.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,886 Pittsburgh-area wealth managers were considered for the award; 224 (8% of candidates) were named 2020 Five Star Wealth Managers. 2019: 1,667 considered,. 251  winner; 2018: 1,653 considered, 227 winners; 2017: 1,133 considered, 277 winners. 2016: 1,064 considered,423 winners; 2015: 1,494 considered, 442 winners; 2014: 1,721 considered, 458 winners; 2013: 1,777 considered, 545 winners; 2012: 1,863 considered, 493 winners.