Founder, Vice-President/MLWA, Financial Advisor/RJFS

Tom Lutz, a native of Reading, PA, maintains strong ties to his community, where he resides with his wife, Ellen. His journey in finance began in 2001 as an intern at Smith Barney in Wyomissing, shaping his path toward becoming a financial advisor.

After graduating from Alvernia University with a Bachelor of Art Degree in Business Management in 2003, Tom transitioned into a financial advisor role at Smith Barney in 2005. Demonstrating an entrepreneurial spirit, he co-founded a branch in 2009 alongside three peers, affiliating with Raymond James Financial Services as a Branch Manager. 

Today, the practice has offices in West Lawn and Pottsville, PA. Tom collaborates closely with co-owner and co-Branch Manager, Darren March, and office manager Jacqueline Dekovitch. Together, they are dedicated to tailoring financial solutions that cater to the distinctive needs of individuals, families, and businesses. Their focus lies in crafting personalized financial roadmaps aimed at guiding clients toward their unique goals and aspirations.

Tom's dedication to professional excellence is underscored by his attainment of the Chartered Financial Consultant® designation in 2013, showcasing his commitment to ongoing education and expertise. Moreover, he holds a range of licenses, including Series 7 General Securities Representative, Series 9 and 10 General Securities and Options Sales Supervisor, Series 63 Uniform Securities Agent State Law Examination, Series 65 Uniform Investment Adviser Law Examination, and is a registered agent for Life, Health, and Long-Term Care Insurance.

Tom is currently licensed in twenty US States.