Thomas Kellerman

Thomas Kellerman is an Associate Attorney and licensed Investment Advisor who joined our team in June 2025. He is passionate about helping individuals and families preserve and grow their wealth through thoughtful and personalized estate planning strategies.

Thomas holds a Juris Doctor from Rutgers Law School and a Bachelor’s degree in Business Economics from Loyola University Maryland. He also holds a Series 65 Investment Advisor license and previously held the Series 6 and Series 63 licenses. With a strong background in investment management, banking, and insurance, he brings a well-rounded, practical perspective to estate planning.

Thomas believes estate planning is more than just legal documents—it’s about creating a lasting legacy and peace of mind for families. He enjoys helping clients align their financial goals with estate strategies that are both practical and tax-efficient.

A proud Italian-American, Thomas enjoys spending time with his family, staying active through sports, and relaxing at the beach. He’s always on the lookout for the best local restaurants, especially those serving authentic Italian food.