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Thomas D. Foy, Jr. Owner

Thomas D. Foy, Jr. Owner

Our Team

Thomas D. Foy Jr.

Tom is the Founder of IRIS Financial Services . He has been providing financial planning guidance to individuals and families for over 35 years. He is a member of the Estate Planning Council of North East Florida and a member of the Financial Planning Association of North East Florida. Tom is a Past President of the Estate and Financial Planning Council of Southern New Jersey. Tom is frequently asked to share his experiences with many local and national audiences as a guest speaker.

Tom and his wife, Pat, have been married for over 45 years. They have two children and four grandchildren. They are supporters of children’s charities and dog rescue organizations. Before becoming a Florida resident, Tom’s New Jersey community involvement included serving on the local Board of Education and coaching baseball. When he is not spending time with his family, his interests include boating, fishing, pinochle and golf. Tom is a fountain pen collector and an avid fan of the Philadelphia Eagles.

Proud supporter of The Eagles Eye Mobile

“Honorees of Million Dollar Round Table (1989-2023) must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. MDRT’s Life Membership (1998-2023) is awarded to members with 10 years of qualifying member and may attest to their production or apply without production under the waiver provision with payment of the required dues. MDRT’s Court of the Table members (1997-2023) have distringuished themselves by producing at a level three times that of MDRT membership requirements. Million Dollar Round Table’s Top of the Table (2006-2023) is an exclusive forum for the world’s most successful life insurance and financial services professionals. These MDRT members are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. Top of the Table members exchange advanced sales and productivity ideas and develop interpersonal relationships among an international network of leading insurance and investment financial services producers/advisors. All are members of MDRT, The Premier Association of Financial Professionals, and have distinguished themselves by producing at a level six times that of MDRT membership requirements.This recognition is not representative of any investment performance or returns.”

Katrina Foy

Director of Operations & Client Relations

Katrina is the latest addition to IRIS’s full-time team but is certainly no stranger to many of Tom’s clients. As Tom’s daughter, Katrina has observed the family financial business from afar while she pursued her passion in the field of performing arts. Once a professional performer in New York City, Katrina graduated into cultural management, leading non-profit theater organizations over the past decade. She holds a BFA in performance from Ithaca College and an MFA in Arts Administration from the University of Connecticut. She is a former adjunct professor of theater management at Rowan University. She joins IRIS Financial with an interest in deepening her knowledge base in the financial industry and capitalizing on the unique opportunity to work alongside her father and the expertise he has accumulated over his 40 year career. Katrina lives in West Berlin, NJ with her husband and two ridiculously adorable children.

Thomas D. Foy, Jr. is a registered representative of and offers securities through Cambridge Investment Research, Inc., a broker-dealer member FINRA/ SIPC). Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and IRIS Financial Services are not affiliated.

The registered representatives of IRIS Financial Services may only discuss securities or transact business with persons who are residents of AL, CO, CT, DE, FL, GA, MA, MD, ME, NC, NJ, NY, OH, OK, PA, SC, VA. Advisory services offered to residents of FL and NJ.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

See Cambridge Investment Research, Inc.'s (Cambridge) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Cambridge offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Cambridge's Forms ADV, Part 2A, which describe Cambridge’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Cambridge's broker-dealer services, and other client disclosure documents can be found here.