About Us
Our Journey: 25+ Years of Financial Expertise and Client Success
Wealth Management Services began in 1996 with Tom’s vision to create a financial advisory firm that truly puts clients first. Just a few years later, Jeff joined as a partner, and soon after, Beth completed our founding team. By 2000, our core group was firmly established, and we’ve been working together ever since, building something truly special.
In the early 2000s, we made Hershey our home, where we’ve continued our mission of helping clients achieve their dreams through financial planning. Our approach is defined, transparent, and focused on being there for our clients at every step of their journey.
Over the years, we’ve had the privilege of working with thousands of incredible people, guiding them through every stage of life. With each client, we’ve evolved and grown, gaining the kind of experience that only decades of dedicated service can provide.
In late 2019, we welcomed two additional advisors, Kerin Foley and Eddie Thomas, to our team. Their commitment to excellence ensures that the next 25 years will be just as impactful as the first, for both our current and future clients.
We’re here for the long haul, excited to continue this journey and help even more great people along the way.