Tom’s career began at Heritage Financial where he worked as a financial planner. In 1995, he joined the firm Greenbaum and Associates where he later became a partner. His role as a principal and wealth manager continued as the firm grew and evolved into Greenbaum and Orecchio and then into its current entity, Modera Wealth Management, LLC. Tom received his B.A. in government and law from Lafayette College and went on to earn some of the most recognized credentials in the industry. He holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a Chartered Financial Consultant®, a Chartered Life Underwriter® and an Accredited Investment