I grew up in Columbia, Maryland and moved to New Jersey after graduating from Towson University in (Baltimore, Maryland) where I earned a Bachelor’s degree in Marketing. My career in the financial services industry began at an Independent Marketing Organization in Philadelphia, PA. There I learned the value that an IMO can bring to the independent producers of the industry. I soon became the manager of the Marketing Support staff while still assisting the top producers in our office. When the opportunity arose to start a Marketing Organization from the ground up I jumped at the chance.
One of the things I love about working at Safe Money Resource is the opportunity to be truly an “Independent” Marketing Organization. We represent over 20 insurance carriers, so I know when I speak with a producer I am helping design a plan on a case-by-case basis specifically generated for the client. We are not owned by an insurance company so we can be objective in the advice we give our producers for their clients.
While at Safe Money I have had the opportunity to explore multiple sides of the IMO business. I have been the lead of our annuity licensing department, assisted with developing marketing plans, helped in recruiting producers and most importantly supporting our agents. We have developed a 15-step GPS program that tracks an agent’s annuity case from the time they write the application to the day they are paid their commissions and receive their completed policy. From the day Safe Money Resource was founded having the best service in the industry has been our number one goal. I take a lot of pride in the team of agents that we have had to pleasure to work with and look forward to adding more every day.
Tommy lives in Marlton, New Jersey with his wife Gina and their three children, Gabby, Joey, and Melania.