Tom Cusick, CFP®
Partner
With persistence and a thirst for knowledge, Tom strives to understand every client’s unique situation, clarifying and addressing their questions with care. He is relentless in seeking solutions and remains committed to staying current on changes in laws and regulations that may impact his clients. Passionate about meeting clients’ needs, Tom believes it is his obligation to be a lifelong learner to provide the best possible guidance.
Joining The Kelly Group in 2016 as a financial planning associate, Tom worked closely with the firm’s advisors on preparing financial plans and was deeply involved in planning, research, and the development of planning strategies. As a partner of The Kelly Group, Tom is actively involved in the senior leadership and strategic direction of the firm, helping to shape its vision for the future. He also serves on The Kelly Group’s Investment Committee, contributing to the firm’s investment philosophy and decision-making processes. As a financial advisor, Tom works directly with clients to help them achieve their financial and life goals. He is humbled by the opportunity to share in their most intimate life events, from moments of celebration to times of mourning.
Tom holds his CERTIFIED FINANCIAL PLANNER™ professional certification and earned his Master’s in Personal Financial Planning from Kansas State University. He completed his undergraduate studies at the University of Delaware with a double major in Finance and Financial Planning. He is the President of the Financial Planning Association of Maryland, a graduate of the Harford Leadership Academy, and is currently enrolled in the G2 Leadership program, which focuses on developing the next generation of financial advisory firm leaders.
Tom, his wife, Meredith, and their children live in Fallston, Maryland, where Tom grew up. He enjoys any activity that gets him or his family outdoors, especially pursuing wild game, fly fishing, and camping.