Tom Murdock
Education: BS Economics, 1986 Muhlenberg College
Tom is licensed in NJ, PA, MD, NC, SC, CA, NY.
Tom graduated from Muhlenberg College in 1986 with a degree in economics. After a successful institutional trading career, Tom left Wall Street in 2009 to pursue a career in financial planning for families facing the college challenge. Tom enjoys helping families navigate the murky waters of trying to pay for college for all of their kids, yet still be able to retire on their own terms and comfortably at that. Tom gets satisfaction in helping families get thousands of dollars in additional financial and merit aid as well as having comprehensive strategies that don’t involve taking any unnecessary risk.
Additionally, Tom and his team help people understand how to have a buoyant retirement plan and maximize their ability to have robust income for their lifetime.
Chris Curran
Education: Bachelor Degree, 1988 Fairfield University
CLU Designation, 2003 American College
Chris is licensed in the following states for both life insurance and annuities:
NJ, NY, PA, OH, Fl, TX, WI, CA, MA, IL, MD
As a 25 year veteran, Chris has developed skills in several key areas of the financial services industry. His main focus and passion, however, lies in helping people avoid the simple mistakes that end up preventing them from achieving objectives like educating their children and retiring comfortably due to inefficiencies caused by these mistakes. Chris uses his comprehensive understanding of the various financial tools available in the marketplace to help clients design their portfolios with intention in mind. His main focus is on finding the right tool for the right job, whether the objective is accumulating wealth for a specific purposes or “decumulating” that wealth in a way that allows for a worry free retirement.
