Mr. Herbert (Tom) Wolf, MBA, LUTCF

Affiliated Person



My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client.

Tom has been a resident of Lake Grove, NY for the past 40 years with his wife and two children. In his spare time enjoys cross country skiing. Tom received his BA in History and his MBA in Management from St. John’s University. Tom also obtained his LUTCF designation through The American College of Financial Services.

He currently supports the following organizations:

  • Pre-Cana program – Assumption Parish
  • Hauppauge Industrial Association

I am licensed to sell Insurance Products in the following jurisdictions: 

NY, NJ, CT, CA (CA Insurance Lic # DF79588), NC, SC, AZ, OH

I am licensed to sell Securities Products in the following jurisdictions: NY

State of Domicile: NY