Tom Licciardello has been providing financial services to his clients since 1981. He is a Registered Investment Advisory Agent with Compass Capital Corporation, a Registered Investment Advisory Firm, member FINRA, SIPC.
He has served as the President of the Merrimack Valley Estate Planning Council, and as an adjunct faculty member at Northeastern University where he taught Estate Planning, and was the host of “The Bottom Line”, a financial planning radio show. Tom has had numerous articles published, and is a frequently asked to speak to organizations on many aspects of business and personal financial planning.
Tom is active in local charitable groups, currently serving as a Trustee for the Bellesini Academy in Lawrence, chairman of the Feaster Five Thanksgiving Day race (over 10,000 participants), has served as a member of the YMCA Board of Managers, was elected as a Selectman for the town of North Andover, served as its chairman, and he is a member of numerous professional and business organizations.
Crissy Licciardello Lippman
Crissy Licciardello Lippman has been working in health insurance industry since 2000. She graduated magna cum laude from the University of Massachusetts in 1999 earning her Bachelors of Science degree in Psychology. She joined Tufts Health Plan in 2000 in their Professional Relations Department, where she worked directly with the plan’s physicians and hospitals for five years before joining LFS.
In 2013, Crissy will expand her area of expertise beyond her current role as head of our employee benefits department. Crissy will advise clients in our Education Planning area. As a “Gen X’er” with two children, she has a clear understanding of the challenges her peers face. Her expertise will help guide parents through the education planning process to assure the best possible outcome.
Our Support Staff
Serving as our administrative support staff are two seasoned veterans, Cindy Campbell and Janice Otis.Cindy primarily supports Tom in his financial advisory work as well as handling many of the administrative duties needed to keep the office running smoothly.Janice Otis is a returning star employee. Having worked with Tom for a number of years, she took time off to raise her young children. They are now old enough to have Janice back with us. Her primary role is to support Crissy in the Employee Benefits area.
Compass Capital Corporation
As your Trusted Financial Advisor, it is important for you to know that our team a Compass Capital Corporation has a deep bench. Our team represents years of experience and a wide band of expertise. Along with Compass Securities Corporation, Compass Capital Corporation’s headquarters is located in Braintree, MA.