Series 65 Advisory Registration†
As a financial advisor for over 30 years, most of them with his own firm, Tom still appreciates and recognizes the value of quality professionals working diligently to maximize their clients’ financial well-being. The bedrock of that work is providing sound advice that is always, without fail, in the client’s best interest. Those same ethics and principles are still at the core of what drives Tom every day in his position at Wealth Enhancement Group as he helps clients on their journey toward a secure and fulfilling retirement. Tom joined Wealth Enhancement Group in 2021 through the Lighthouse Wealth Management acquisition.
His service to the community is equally important to him. Over the years he has served (and in some cases, is still serving) as a board member, committee member, Chairman, or coach of a vast array of charities, tournaments, teams, and clubs. Along with his wife Teri, he currently resides in New Market, MD. When free time allows, he enjoys golf as a member of Holly Hills Golf Course, working out, traveling with Teri and a good bottle of wine.
- BS - Business Administration, Utica College of Syracuse University
- CERTIFIED FINANCIAL PLANNER™ Professional
Tom serves clients at our New Market, MD office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Thomas Kozlowski is not affiliated with LPL Financial.