Behind every great firm are outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
Meet the professionals of Atlas Private Wealth Management.
Select a division to get started
Wealth Advisor
518-482-5777
Tom is a Wealth Advisor at Atlas Private Wealth Management. Tom is a CFP® professional with over 20 years of experience in the financial services industry. With a passion for lifelong learning, Tom has cultivated an expertise in wealth management, serving previously in roles at BSNB Wealth Management and Broadview Federal Credit Union (formerly SEFCU). Tom is dedicated to building long-term relationships with clients, seeing them first as individuals and not as accounts. He focuses on getting to know clients, asking questions, understanding personal and financial values and then recommending solutions after the facts are gathered. He seeks to remove emotion from the financial decision making process.
Tom is a Capital Region native, graduating from Siena College with a Bachelor of Science in Management and Marketing, concentrating in Finance. He is active in the Financial Planning Association, serving both locally as well as nationally and previously has served as the president of the FPA of Northeastern NY chapter. Outside of work, Tom enjoys exploring the outdoors, is a fan of local and regional history, doing home improvement projects, and spending time with his family including their beloved German Shepard.
CFP®- Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
Schedule a Call with Tom