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.

 

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.

 

Thomas Zaccaria, CFP®
Geri Zaccaria, MBA
What does TWAMS mean?

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

Taylor, Will, Andrew, Max, and Samantha

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