Thomas Caffrey, CPFA
Editor · DISC type SCThomas Caffrey is a Certified Plan Fiduciary Advisor at Moyer Group Wealth Management with over 16 years of experience. A Penn State graduate, he focuses on helping families and business owners with retirement plans, aiming to help clients ease financial stress and achieve financial balance.
A US Navy veteran who served during Operation Desert Storm, Thomas lives in Perkiomenville, PA, with his wife and three children. He enjoys spending his free time with his family at their sporting and dance events, being near the beach, and surfing.
He served as an Aviation Electronics Technician in the US Navy before becoming a financial advisor.
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They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.
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Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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