Maybe you needed help with your online access, or you called Rick’s office when he was in a meeting. When I pick up the phone to help, you probably don’t know me nearly as well as you know Rick. So I will start our personal articles by telling you a little bit about myself.
My name is Tom Lally and I am a Wealth Manager Assistant here at U.S. Wealth Management. I graduated from Stonehill College, a small liberal arts school about 20 miles south of Boston. While there, I hosted a weekly radio show for a few years, and spent 2 semesters in charge of Rolling Stonehill, our arts and culture magazine. Despite no official relationship with the real Rolling Stone magazine, my predecessor as Editor-in-Chief somehow ended up with a free subscription. I also spent a semester in Dublin, Ireland, where I interned at the Irish Parliament – the Oireachtas, as it’s actually called, though it’s not so tricky to say as it looks – for a group focused on promoting African issues, like increased economic aid and peacekeeping missions.
Since well before I got into financial services, I’ve always been interested in investments. When I was not even a teenager, I asked my parents to open an investment account for me. They did, a custodial account. Although I don’t remember exactly when I invested, I think it was just in time to lose a bit of money in the 2000-2002 bear market.
Right now I am in the middle of studying to obtain my CERTIFIED FINANCIAL PLANNER™ designation. It’s a 7-course program of study culminating in a comprehensive exam. The exam had taken place over two days, but fortunately they have consolidated it into just one day. It’s only offered 3 times each year, and I’m hoping to take mine in November 2014 or March 2015.
I consider myself a fairly serious recreational runner. I have a few 5K races lined up this year, and I’ll be trying to top my personal best of 23:59. That was a few years ago now, and I’m hoping this is the year that I finally beat it. I like to do crosswords. I’ll watch pretty much anything with Matt Damon. I’m a huge sports fan, and I often stay up watching Sports Center a bit later than I should. I hope to one day go skydiving, the one item on my bucket list that is just as frightening as it is exciting. You can be sure that if I ever do, you’ll read about it here!
I hope all this has given you a little better idea of just who’s on the other end of the phone when you call us.