Tom Kopsie, ChFC, CLU
Plymouth Meeting, PA
Tom has been a member of Kades-Margolis Corporation since 1998. During his career, he has assisted many clients and helped them plan for a financially sound retirement. Tom’s experience and education give him access to and knowledge of many financial and insurance products. He helps his clients properly select and tailor solutions to meet their personal financial needs and to help achieve their financial goals.
Tom began his career in the financial services industry in 1989 with Aetna Financial Services (now ING). As an agent and Regional Manager, he promoted products for the 403(b), 457(b) and 401(k) marketplaces. Since joining Kades-Margolis Corporation, Tom has specialized in Pennsylvania’s education market. He attends and presents many workshops on the state pension system and 403(b) retirement plans. Tom serves clients and their respective families in the Montgomery and Chester County areas.
Tom is a graduate of The Citadel in Charleston, South Carolina. There, he played baseball and received a Bachelor of Science Degree in Business Administration. He is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He continues to take courses in retirement planning and senior living.
Tom and his wife, Joanne, have two children, Joshua, a West Point graduate serving in the Army, and Jennifer, a college student. Joanne works for the Colonial School District. Tom’s hobbies include golf and fishing.
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