Thomas’s Story

Thomas, originally from Northern New Jersey, grew up in a family rooted in public service and helping others—a foundation that shaped his dedication to making a difference. He became the first student at Ramapo College of New Jersey to double major in Finance and Accounting, setting the stage for his future success. To further refine his skills, Thomas earned a Master of Science in Financial Planning from the American College of Financial Services, positioning himself as a highly knowledgeable advisor.

Since beginning his career in financial services in 2019, Thomas has built a reputation for delivering client-focused solutions that prioritize his clients’ unique goals and values. In 2022, he relocated to Saint Petersburg, Florida, to expand his practice and serve the local community. His partnership with Taylor Financial has elevated his ability to offer comprehensive, personalized financial planning services.

Thomas specializes in working with business owners, executives, and their families. He provides a range of solutions, including tax-saving strategies, custom investment portfolio management, retirement income planning, multigenerational wealth transfer, and business planning. His clear, practical approach ensures his clients feel confident and empowered as they navigate their financial journeys.

Outside of his professional endeavors, Thomas is an active member of the St. Pete Yacht Club, where he enjoys golf, fishing, and connecting with fellow members who share his love for the outdoors.

A passionate endurance athlete, Thomas competes in Ironman triathlons and ultra-marathons, embodying resilience, focus, and a commitment to excellence—qualities that define his approach to both life and financial planning.

In addition to his career, Thomas has given back to his community through volunteer work, including serving as Vice President of the Board of Education for South Hackensack Memorial School District and as a volunteer firefighter.

I am licensed to sell insurance in: AZ, CA, FL, IL, KY, ME, MS, NC, NJ, NY, OH, PA, TX, WA.  Domiciled in FL, CA Insurance License Number 4218984.

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 4830 W. Kennedy Blvd, Suite 800, Tampa, FL 33609.  Taylor Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies

Adam’s Story

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Adam is originally from Tallahassee and graduated from the College of Business at Florida State University with a bachelor’s in science in hospitality. Upon graduation, he moved to San Francisco to work with Houston’s restaurants and study wine. His success in the industry sent him to the New Orleans location and then to Atlanta after Hurricane Katrina. Adam then had the opportunity to join The Capital Grille in Orlando and go on to open locations in Jacksonville and Naples. He became a sommelier with the Court of Master Sommeliers and at the age of 27, became the youngest managing partner in the company, and moved to Tampa.

After moving to Tampa, Adam wanted a new challenge and decided to open his own financial planning practice before the age of 30. In 2011, he aligned with Northwestern Mutual to ensure he had the proper training and advocacy for his clients. After learning from some of the best for 7 years, Adam and his team took the leap of faith and opened up the doors of Taylor Financial in June 2018. He has continued to excel in making an impact in his community and has been recognized for having a thriving practice. He was voted top 40 advisors under 40 by NAIFA in 2014 and won numerous industry awards. He qualified for Northwestern Mutual FORUM in 2018 (Qualifiers represent the top segment of our industry-leading field force and is the highest level of productivity and excellence). In addition, he has been a member of the Million Dollar Round Table since 2012 and now focuses on teaching others.

In 2021, Adam was nominated as a 40 under 40 recipient with the Greater Tampa Bay chamber. In the same year, Taylor Financial was awarded for the 6th year in a row the Seminole 100 award and finished #16. The award recognizes the 100 fastest-growing businesses in the nation owned by Florida State Alumni. Adam has also been featured in Forbes, USA Today, Nasdaq News, LA Weekly, NY Weekly, Digital Journal, CBS – Great Day Live, and ABC – Morning Blend. In 2024, Adam’s achievements were further recognized when Forbes named him one of the top 100 advisors in Florida.

He holds his Series 7, 6, 63, and 26 licenses as well as the ChFC®, CLU®, RICP®, CASL®, CLTC designations from the American College and is constantly improving as a leader and business owner. He is active in the community and has had involvement serving as a board member of the Tampa Bay NFL Alumni, Westchase Charitable Foundation, Founder of Trusted Advisors Tampa, Founder of GovCon Trusted Advisors, Founder of Bourbon and Brains, Founder of Corks and Dorks, and Corporate Sponsor chair for Tampa’s Armed Forces Electronics and Communication Association (AFCEA).

Adam’s biggest passion is his family. He has been married to his wife, Andi, since 2009 and they have 3 kids together. His daughter Abbi, twin boys Alexander & Anderson, and their black lab Atticus. In his free time, he enjoys watching Florida State football, motorcycle/car racing, working out, and spending time with his family.

Reach out to Adam if you are looking for a financial professional who can build a comprehensive plan around insurance, investments, tax strategies, estate planning, and overall financial planning. He will coordinate with your team of advisors and values the personal service that he gives to each of his clients.