Who We Are

Thomas C. Tucker, CFP^®

Tom Tucker helps people make the best of their financial assets.   As president of Tucker Financial Services, Inc., he takes a comprehensive approach to wealth management.

Tom uses his financial expertise to guide people in making well-informed decisions about their investments and retirement.  That in turn provides them with greater financial independence, peace of mind, and security.

Tom has over 30 years of experience in the financial services industry, and was the first Certified Financial Planner in Franklin County.  In fact, he was financial planner even before it was widely known as a profession.

Tom graduated from Frostburg State University with a Bachelor’s degree in education.  He holds the Certified Financial Planner designation (CFP®), and is a member of the Financial Planning Association.  Tom is also a Certified Funds Specialist.

CFP™ and CERTIFIED FINANCIAL PLANNER™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Email Tom at tom@tuckerfinancialservices.com

Mike Peterson

Mike Peterson is a Retirement Planning Specialist with Tucker Financial Services, Inc., located in Chambersburg.  With over 11 years of experience in the retirement planning field, he has relied on his unique long-term conservative investment philosophy and comprehensive retirement planning process to enable his clients to increase their net worth, reduce their taxes, plan their estates more efficiently, and gain financial peace-of-mind.  He also holds the CHARTERED RETIREMENT PLANNING COUNSELOR designaton from the College for Financial Planning. 

Geared toward serving the needs of the 50+ generation, Mike's practice is focused specifically retirement planning.  His work with his clients goes beyond the typical focus on simply accumulating assets, instead helping his clients plan for the even more challenging distribution phase of retirement planning - including such concerns as retirement income planning, IRA distribution strategies, wealth transfer and estate concerns, tax-efficient investing, and income tax reduction.

Mike is a well-known financial educator and has been published in several local newspapers and magazines, including the Public Opinion, Carlisle Sentinel, and Senior News.  In addition he has been a guest lecturer at both Shippensburg University and Wilson College, and regularly speaks to local clubs and organizations about financial matters important today's seniors.

After serving his country in the U.S. Navy, Mike attended the Pennsylvania State University where he received his B.A. in Economics in 1992.  As a true blue Nittany Lion, he is a current member and past president of the Franklin County Chapter of the Penn State Alumni Association.  In addition, he is also an active member of the local community, serviing as a member of the Greater Chambersburg Chamber of Commerce and as a board member of both the Chambersburg Rotary Club and the South Central Pennsylvania Estate Planning Council.

Our Support Staff

Joanna, Kathy, Colleen, & Josh

Colleen, Kathy, and Joanna are our support staff who make sure things run smoothly.  At Tucker Financial Services, we pride ourselves on the outstanding level of service we provide our clients.  None of that would be possible without these incredible ladies.

©2010 Tucker Financial Services, Inc. All rights reserved.