Broker Check

Our Team

Eric S. Tom, CFP®, ChFC®, CASL®, CLTC

Financial Services Executive

(516) 686-7027

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

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

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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