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The Team

Thomas Zaccaria, CFP® - Principal

Thomas completed his undergraduate studies at St. Joseph’s University in Philadelphia, PA. He attended The American College in Bryn Mawyr, PA for his CFP® educational requirement and received his Certified Financial Planner™ designation in September of 2006. He started his career in the Financial Services Industry in 1999. In his role at TWAMS Financial Planning, he is responsible for management of the Financial Planning process which includes collaboration with involved parties and mapping out a strategy for each plan prior to beginning work. He also oversees data entry, plan creation, plan delivery and ongoing plan updates for all clients.  His main focus is ensuring that clients receive plans on time and within the agreed upon budget.

 

Brody Rosenfeld, CPA - Financial Planner

Brody received a Bachelor’s in Accounting degree, minor in Economics, degree with Magna Cum Laude honors from Arcadia University in Glenside, Pennsylvania. He spent a semester there abroad in the United Kingdom at The University of Cambridge studying Finance & European History. He has completed the Certified Public Accountant Examinations and the Uniform Investment Advisor Law (Series 65) Exam. In previous positions, he has worked in public accounting and now in his current role, he is responsible for creating financial plans using eMoney, Money Guide Pro and NaviPlan software platforms, and designing customized Microsoft Excel spreadsheets when requested by clients.

 

Aaron Taylor - Planning Support Associate

Aaron joined the team in April of 2017 having 5 years of financial industry experience in risk management at Benton County Schools CU and as a quality assurance analyst for Money Tree Software in Corvallis, Oregon. He received his Associates in digital media development and design at Lane Community College in Eugene, Oregon. His responsibilities include data entry and review using the eMoney, Money Guide Pro, NaviPlan, and Money Tree Software platforms along with customization of reports and presentations for clients.

 

Geri Zaccaria, MBA - Marketing and Operations

Geri brings 20 years of business experience in project management, process improvement, and marketing strategy. She received her B.S. in Management and Marketing from West Chester University followed by an M.B.A. from Pennsylvania State University and additional coursework at the University of Pennsylvania in Organizational Development. Her role is to identify and execute strategies that ensure operational efficiencies and secure the tools and resources that support company growth.

 

Smokey - Morale Officer

Smokey came to us in need of a home and is now a critical part of our team.  He enjoys frequent meals which encourages others to get their nutritional needs met too.  He prefers freshly cooked chicken but will eat grilled steak or broiled fish too.  He believes belly rubs are an important part of the day which keeps up office morale and play breaks are a must for keeping the energy going throughout the day.

 

 

 

 

 

 

 

 

What does TWAMS mean?

TWAMS represents the nieces and nephews of our Principal, Thomas Zaccaria:

Taylor, Will, Andrew, Max, Samantha

Thomas Zaccaria, CFP®
Brody Rosenfeld, CPA

Aaron Taylor

Geri Zaccaria, MBA
Smokey, CAT