Tom Reilly

Mr. Reilly spent almost 20 years in the financial industry. He was an independent Financial Advisor for the past 15 years. Mr. Reilly specialized in integrating retirement accumulation with retirement distribution through a proprietary process that included the development of a unique software program to support both saving and distribution decisions.

Education & Certification

MBA from University of Maryland

M. Ed. from Colorado State University

B.S. in Finance from University of Delaware

Chartered Financial Analyst®, CFA®, Certified Financial Planner™, CFP®