About Tom

Thomas M. O’Shea, MBA, CPA, CFP®

Tom is an accomplished Certified Financial Planner™ professional and a graduate of the College of Financial Planning. He has over 10 years of experience as a financial advisor and over 30 years of business experience.

Tom’s knowledge is built upon his 18 years in the corporate world where he worked for Sara Lee Corporation, Fruit of the Loom, and Blue Cross Blue Shield. Having spent this time in a variety of accounting, finance, operations, marketing, and sales roles, Tom has acquired a well-rounded background and can see issues from different perspectives. These perspectives could benefit a small business owner organizing an employee retirement plan or a head of a household organizing family finances.

He left the corporate world in 2003 as a vice president to enter the financial services world. Tom joined Northwestern Mutual Financial Network. This gave him one view of insurance and investments. He joined Principal Financial Group in 2006 to broaden his horizons. In 2010, he created his own firm – Claddagh, LLC to best serve his clients.

Tom’s educational background demonstrates his desire to continually expand his knowledge base. He worked his way through DePaul University and completed his accounting degree and passed the CPA exam in 1985. He later attended Wake Forest University and graduated with a Master of Business Administration degree. In 2009, he completed the rigorous requirements to attain his Certified Financial Planner™ certification.

Tom, the son of Irish immigrants, learned key values from his parents – integrity, work ethic, and the importance of family and faith. He was born on the west side of Chicago and grew up in the Chicago area. Tom and his wife live in Fairfield, Connecticut and have two grown children. You might see him coaching youth basketball at Wakeman Boys and Girls Club, at St. Thomas Church, or out running.


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