
Tom D. St. Hilaire
President, Financial Advisor, Investment Policy Committee Chair, Firm Policy Board Member
- BA: Yale University (Ethics, Politics, & Economics)
- Charter Financial Analyst (CFA)
- Certified Financial Planner (CFP)
- Charter Life Underwriter (CLU)
- Charter Financial Consultant (ChFC)
- 15+ years as Consultant / Advisor in Financial Services
Investment Adviser Representative, holds Securities Registrations in: AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, MI, MN, MT, NC, ND, NM, NY, OH, OK, OR, PA, SC, TN, TX, WA, WI