Tom Kopsie, ChFC, CLU

Plymouth Meeting, PA
Tom has been a member of Kades-Margolis Corporation since 1998. During his career, Tom has helped many clients plan for a financially sound retirement by selecting and tailoring solutions to meet their financial needs and achieve their goals.
Tom’s journey in the financial services industry began in 1989 with Aetna Financial Services (now ING). As an Agent and Regional Manager, he played a pivotal role in promoting products for the 403(b), 457(b), and 401(k) marketplaces. Since joining Kades-Margolis Corporation, Tom has honed his expertise in Pennsylvania’s education market, attending and presenting workshops on the state pension system and 403(b) retirement plans, demonstrating his in-depth understanding of the market. Tom serves clients and their families in Montgomery and Chester County.
Tom’s commitment to his clients extends beyond his initial education. He graduated from The Citadel in Charleston, South Carolina, where he played baseball and received a Bachelor of Science in Business Administration. Tom’s dedication to his craft is evident in his ongoing retirement planning and senior living education as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). 
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.
Contact Tom

Contact by Phone
Contact by Email