Broker Check

Our Team

Eric S. Tom, CFP®, ChFC®, CASL®, CLTC

Financial Services Executive

(516) 686-7027

[email protected]

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...

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Lucia Chan

Personal Marketing Assistant

(516) 686-7297

[email protected]

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...
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Mary Anne Tom

Personal Marketing Assistant

(516) 686-7036

[email protected]

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...

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