Tom Mitchell - Financial Planner - Nexus Financial

y, understanding, responsiveness, and unwavering support. That's why I value a caring and collaborative approach to planning. I'm committed to understanding your unique dreams, challenges, and everything in between. Building trusting relationships is essential to my work. I'll take the time to explain complex concepts in a way that makes sense to you, patiently guiding you toward making informed financial decisions. Tom began in the financial services field in 2008 with a broad exposure to the industry. Using his proven approach of helping clients to identify their financial goals, Tom specializes in providing clients with education and strategies designed to secure their financial futures. Tom graduated Magna cm Laude from Temple University, where he earned a bachelor's degree in Business Administration/Marketing. He holds FINRA Series 7, 24, and 66 licenses and is life insurance licensed in multiple states. Tom currently resides in Quakertown, PA with his wife, Erica, and their three children: Joshua, Sophia, and Lilly. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.