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CFP®, ChFC®, CLU®, CRPC®
Partner
410-771-5675
410-785-0044
Thomas Spray-Fry, CFP®, CLU®, CRPC®, has been affiliated with Osaic Wealth, Inc. (formerly Lincoln Financial Advisors), as a Financial Planner since 2000.
Tom is passionate about his family and serving his Maryland community. He was born and raised in Chestertown on Maryland’s Eastern Shore. He currently lives in Phoenix, MD, with his wife, Jessica (who owns a local law firm and a title company), his sons, Ben and Luke, and their dog, Barney. In his personal time, you’ll find Tom on the sidelines of his sons’ sports teams helping to coach, listening to Dave Matthews Band, or spending quality time at the beach with his wife.
Meet Thomas
Lincoln Financial Advisors is now Osaic Wealth, Inc. Any reference to Lincoln Financial within these files should be disregarded.
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter (CLU®)
- Chartered Retirement Planning Counselor (CRPC®)
- Series 7 and 66 registered
- Life and Health insurance licensed
Education
- BS, York College of Pennsylvania
Community Involvement
- Franciscan Center of Baltimore (Board Member)
- Spartan Advance-York College of Pennsylvania (Board Member)
- York College of Pennsylvania Men’s Lacrosse Team
Awards
- York College of Pennsylvania – Year of Fifty Spartans Award
The Year of Fifty Spartans Award is independently produced by the York College of Pennsylvania and is based on outstanding alumni who have demonstrated dedication, excellence, professional achievement, and most importantly, a commitment to staying engaged with York College after graduating. Tom Spray-Fry has been nominated for this award. Heritage nor its advisors or their parent firm have paid any fee for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.
Mark Rich
Client Relationship Manager
Andrew Shaffer
Associate Advisor
Primary Clients or Industries
Small Businesses
Non-Profits
Widows and Divorcees
Middle Class and Mass Affluent Families
Primary Service Areas
Comprehensive financial planning
Retirement planning for individuals
Qualified retirement plans small organizations (for profit and not-for-profit)
Investment planning