Tom is the president of Mahoney Wealth Strategies, Inc. He helps clients navigate through today's complex financial world as well as educates them to the vast array of options that are out there. Tom began his career in 1987 with Waddell & Reed, where he worked with clients and small businesses in retirement planning. Tom decided to open his own independent practice in 1996 to better serve his clients' needs. In Tom's spare time, he is an avid golfer and musician. He also enjoys racquetball, reading, and biking. He lives in Brockport, New York, with his wife, Lisa; his children, Tom and Erin; and his dog, Sophie.

Before joining Tom in 2020, Amelia worked at an insurance brokerage firm for six years as a case manager. She is looking forward to building relationships with clients, and helping them achieve their goals. Amelia currently lives in Penfield, New York, with her husband Greg. In her spare time she loves hiking, yoga, and baking anything sweet.

Megan joined the team in June 2025, bringing with her over seven years of experience in customer service and business environments. She is our go-to team member, keeping everything organized and ensuring both clients and colleagues feel supported. Known for her strong work ethic and clear, welcoming communication style, Megan helps create a positive and seamless experience for everyone she works with. Originally from Rochester, NY, she enjoys spending time with family and friends, traveling, and baking in her free time.