Tom O’Hare is the Employer Retirement Plan Specialist at IIS Financial Services. His focus is on starting, growing, and developing 401(k), 403(b), and 457(b) plans. Tom came to the firm from Merrill Lynch where he built his practice specializing in employer retirement plans. He is committed to servicing clients at all stages of their financial lives, with a belief that everyone can benefit from professional advice.
Tom earned a B.A. in Philosophy and History from McGill University in Montreal. A native of Massachusetts, he has called Maine home since 2018. In addition to his four years in Montreal, he has lived in Oregon, New York City, and Northern California, visited 42 states and 4 Canadian provinces, and traveled extensively throughout Europe and India.
In his free time, Tom serves on the board of Spirits Alive, a nonprofit organization devoted to the preservation of Portland’s Eastern Cemetery. He enjoys hiking, cribbage, and reading.
* Tom is a non-producing Registered Representative of Cetera Advisors LLC.