Who are we?
Thomas Gmuer,
registered representative & independent insurance agent
Wealth and Risk
Manager
Tom@catholicmoney.net
How one defines one’s self can be very
revealing. I’m a practicing (I still don’t have it perfected) Catholic, working
in financial services. Specifically, I’m a Wealth and Risk Manager
– one who helps solve financial problems.
I wasn’t always a
financial professional. After 20 years in the United States Air Force, I joined the
MetLife for several years and then, the Ferris Baker, Watts brokerage firm in Washington DC. In 1990, I founded Asset
Acceleration Planning (AAP), which grew from zero to over
70 clients, including a dozen small businesses.
I have my Bachelors degree in Government from St.
Michael's College, in Vermont and my Masters degree in National Security Studies from
Georgetown University, Washington, DC.
Susan Wallace,
Practice Manager
Susan@Catholicmoney.net
I have worked in Customer Care for more than 25
years, first at TIAA-CREF, then at Liberty Travel and finally at Reader's Digest
Global Headquarters before becoming Coordinator of Religious Education for a large
Catholic parish in New York State. I earned a bachelor's degree in Economics
from Merrimack College and I am a Certified Paralegal.
My goal at AAP is to provide you with exemplary
customer service, i.e., to answer your questions and concerns in a caring and
timely manner. I look forward to serving you in the near future.
Daniel C. Wallace, Marketing
Associate
Dan@Catholicmoney.net
I hold a Bachelors Degree in Sociology from Keene State College in New Hampshire
and am currently in the process of attaining a Life and Health Insurance
License. While in college I studied internationally in Sydney, Australia and had
the opportunity to meet people from all walks of life. This experience more than
anything taught me the value of perseverance. My business principals are a
direct result of my experiences, which have allowed me to grow exponentially.
(Currently on sabbatical.)
Brendan P. McCabe, Account Representative
Brendan@CatholicMoney.net
I graduated from Duquesne University with a Masters Degree in General Education.
I'm completing my requirements for a FIC. After working in the field
of risk management for over five years, I'm looking forward to using
my expertise to expand AAP's presence in the Hudson River Valley as a leader
in cost effective employee benefit plans for small
businesses.
Thomas John Gmuer, 529 Plan model,
Marketing Staff
Bubeli@Catholicmoney.net
As the newest and youngest member of the staff, I
believe I bring a new level of dynamism to the company. Barely 10 months
old, I represent the future of AAP. Why am I starting to work so early,
you may ask. How do you expect me and my contemporaries to pay off
all that debt you burdened us with unless we begin working before we can even
walk! See me in future ads on how to fund your kids college education.
What We Do
Black Hatted Financial Counselor
