Tom Mitchell

Background

About Tom Mitchell

My commitment is to provide a financial planning experience defined by clarity, understanding, responsiveness, and unwavering support. With over 15 years of hands-on experience, I understand that everyone's financial journey is unique. That's why I value a caring and collaborative approach to planning. I'm committed to understanding your unique dreams, challenges, and everything in between. Building trusting relationships is essential to my work. I'll take the time to explain complex concepts in a way that makes sense to you, patiently guiding you toward making informed financial decisions.Tom began in the financial services field in 2008 with a broad exposure to the industry. Using his proven approach of helping clients to identify their financial goals, Tom specializes in providing clients with education and strategies designed to secure their financial futures. Tom graduated Magna cum Laude from Temple University, where he earned a bachelor's degree in Business Administration/Marketing. He holds FINRA Series 7, 24, and 66 licenses and is life insurance licensed in multiple states. Tom currently resides in Quakertown, PA with his wife, Erica, and their three children: Joshua, Sophia, and Lilly.