Our Team

Eric S. Tom, CFP®, ChFC®, CASL®, CLTC

Financial Services Executive

Eric has been a financial advisor his entire career. What started out as a job opportunity 25 years ago has become a true vocation Eric enjoys his work because he enjoys helping his clients. They come from all walks of life, and some have become lifelong friends. For Eric, helping people build and sustain financial security is a powerful motivation. He believes that each person’s plan for financial security is unique and requires a customized approach.

Eric's goal is to provide families and business owners with assistance in building their financial freedom and to become a lifetime resource for each and every client.

Eric is also committed to providing financial education. Through regularly scheduled seminars on topics such as Retirement Planning, Social Security and Estate Planning, Eric and the team work to empower people to make informed financial decisions. To register for an upcoming workshop or to schedule an appointment at our brand new state of the art office

Lucia Chan

Personal Marketing Assistant

As Eric’s Personal Marketing Assistant, Lucia is dedicated to servicing the team’s clients.  With over 20 years in the financial services business herself, Lucia utilizes her years of experience to provide a positive customer service experience. She has a strong background working with a mature clientele providing resources around retirement planning, social security and Medicare. She is also fluent in Spanish.

Mary Anne Tom

Personal Marketing Assistant

Mary Anne has over 30 years' experience in the  customer service industry.  Her expertise in marketing and event planning serves as a great asset in helping Eric cultivate and continously share his knowledge and experience. She contributes to solidifying client relationships via company resources such as automark and smart office as well as handles the day to day operations of the office.