Tom graduated from James Madison University in 2006 with a BS degree in Quantitative Finance. The combination of mathematics and economics prepared him to look at challenges from multiple angles to find a solution.
For over ten years, he worked at one of the country's top Guardian Life Insurance agencies. Day in and day out, Tom takes the same approach - to build financial services practice with a solid foundation by doing right for the client and providing exceptional service. Tom's practice is built on working with small business owners and individuals, focusing on insurance and wealth accumulation. He believes that it is just as important for clients to protect what they have today to grow for the future.
In addition to building his own practice, Tom also helps run day-to-day operations of PareShah Partners through case design and development as well as client servicing. Tom is a licensed registered representative with Series 7 (General Industry / Products Exam) and Series 66 (State Securities Law Exam). He also has his Life, Accident, and Health insurance license and is a licensed Property and Casualty broker.