Tom D. St. Hilaire

President, Financial Advisor, Firm Policy Board Member, Investment Committee Chair, Operating Committee 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