Our People | Our People | Tom Froehlich | John McDonough | Terri Kubu | Charley Froehlich | Lexie Froehlich
Tom Froehlich, CIMA®, CIMC and Founder
enjoys working with business owners, professionals and their families to solve problems and make wise choices not just in managing their wealth but also in transcending their legacy.
specialty is in investment management.
To do this most effectively, Tom
also consults other advisors, particularly accountants and attorneys in working with their clients.
Such collaboration brings clarity and continuity to the planning process, creating a clear and robust path that offers greater clarity to clients. read more
Rounding out the wealth management process is a separate firm, American Executive Benefits, Inc., (AEB), of which Tom is president and CEO.
designs and implements executive benefit plans for corporations, business owners, and professionals.
is frequently invited by various organizations, companies, and associations to share his
expertise on retirement planning, investment management, and estate preservation.
He has served on the board of directors and is a past president of The Wealth Advisor Institute; he is a member of the Financial Planning Association and is the founding President of the New York Chapter of the Investment Management Consultants Association (www.imca.org).
Active in his community, Tom is also the President of the Monmouth Business Group.
A Certified Investment Management Consultant and Analyst, Tom holds the Series 7, 63, 65, and 24 securities licenses, and is also licensed to provide Life, Health, Property and Casualty insurance services to his clients.
Tom is very active with the American Cancer Society, chairing the corporate leadership council and sitting on the board of directors for the Jersey Shore Region.
is also a devoted business and industry partner for the organization.
Married with three children and two grandchildren, Tom
enjoys getting to know his
clients focuses by utilizing his
years of industry knowledge and experience to offer consummate and more personalized wealth management.
Working closely with Tom
, Terri is responsible for overseeing and processing all business transactions and ensuring client satisfaction.
Charley accompanies Tom
on his visits to local hospitals and nursing homes where patients enjoy Charley's infectious charm and affection.
Charley and Tom
have recently added Spring Lake Heights Elementary School
to their list of places to visit.