Tom joined Proctor Financial in 2013 and brings over 30 years of expertise as an accomplished CPA in the areas of tax return compliance and tax planning. In his role as Tax Consultant at Proctor, he services the unique tax needs of high net worth individuals, including tax planning for small businesses and trusts as well as establishing effective methods to minimize your tax costs in retirement.
Tom graduated Cum Laude from Boston College with a B.S. in Accounting and later graduated With Distinction from Bentley College with a Masters in Taxes. After a brief public accounting career, Tom became a senior tax executive for various global corporations such as LoJack Corporation and Welch Foods, Inc.
Tom grew up in Milwaukee, Wisconsin and is an avid Green Bay Packer fan. Tom now lives in Ashland, Massachusetts with his wife and two college-age daughters. He enjoys spending time with his family and stays active playing basketball and golf.