Our Qualifications

Our Team

We have a real passion for helping people solve complex financial problems.  Creativity and Customer Service are our number one priorities.  Our clients love the fact that we answer our own phones.  Over 33 years of combined team experience.

 

 

(Left to Right) Craig Lusco, Managing Partner, Tom McGlone Managing Partner, Laura Siragusa Client Services Assistant

Tom McGlone, Registered Principal, MBA, Accredited Domestic Partner Advisorsm, Chartered Retirement Planning Counselorsm

  • Financial Advisor since 1995
  • Prior Experience, Corporate Treasurer for Duty Free International
  • BS Finance, Drexel University
  • MBA George Washington University
  • CPA candidate* (currently non-practicing CPA)
  • Works closely with Estate Planning Attorneys and Client's CPAs
  • Active in Community through numerous volunteer activities
  • Works actively with Clients in the Baltimore/Washington and Rehoboth Beach/Lewes areas
  • Works actively with Seniors, Self Employed people and members of the GLBT community

    * Heirloom Wealth Advisors and Wells Fargo Advisors Financial Network do not provide tax or legal advice.

Craig Lusco, Registered Principal - Quantitative Choice Portfolio Manager

  • Financial Advisor since 1997
  • BS Finance, Towson University
  • NFLPA (National Football League Players Association) Registered Player Financial Advisor
  • Quantitative Choice Portfolio Manager