Tom is a seasoned financial services executive with over 35 years of experience in the industry. As President of Delaware Life Marketing, he oversees the sales and marketing efforts of Delaware Life's suite of annuity products to intermediaries such as IMOs, banks, and broker-dealers across the United States. Additionally, he serves as the President of Clarendon Insurance Agency, Inc., the broker-dealer responsible for distributing registered products.
Before joining Delaware Life Marketing, Tom held executive roles as Senior Vice President with Mount Yale Capital Group and President of The Octavus Group (now LoCorr Funds), both alternative investment organizations. More recently, he was CEO of the MFS/Sun Life joint venture for annuity distribution and Executive Vice President of Sun Life Financial Distributors, where he was responsible for the firm's relationship management. He also led the private client services division at Piper Jaffray and was part of the retail advisor division/group at Dain Rauscher (now RBC Wealth Management).
Tom's expertise and leadership have driven growth and success at each organization he has worked with. He has a wealth of experience wholesaling various investment products and holds Series 7, 24, 26, and 63 licenses.
Tom is committed to providing exceptional service and support to Delaware Life's intermediary partners, ensuring they have access to the tools and resources needed to help their clients achieve their financial goals. As President of Delaware Life Marketing, he is passionate about the financial services industry and always seeks new ways to improve and innovate.