Thomas J. Dingley
Investment Advisor Representative
Focus Area
Investment Management
Financial Planning
Tom’s Story
Tom believes that when working with clients his first responsibility is committing to a high-level of customer service. Each client should feel comfortable and welcome, and making the client feel “pressured” is not his style.
Tom’s approach to a client’s investments begins with deep dive into the client’s goals and risk tolerance. Financial matters can be daunting. In addition to managing and growing your money, he aims to provide a continued education that will strengthen the working relationship.
Education
SUNY Empire State College, BS
The American College of Financial Services
Credentials
Chartered Financial Consultant (ChFC®)
Life Underwriter Training Council Fellow (LUTCF®)
Life, Accident and Health Insurance Licenses
About Tom
Prior to starting his career in financial planning, Tom was in the U.S. Navy for 13 years. While in the Navy, Tom met his wife Marlene, who was also serving in the Navy at the time. This family of veterans has two soccer playing daughters, Emma and Ariana. Tom is currently a board member for the Saratoga County Chamber of Commerce Veterans Business Council, and the Veterans Club of Lansingburgh in Troy, NY.
Contact
Phone: (518) 581-1642
Email: tdingley@mosaicwealthadvisory.com