Toll Free: (855) 411-IRIS (4747)

Thomas D. Foy, Jr. Owner

Guiding You on Your Financial Path

Thomas D. Foy, Jr. Owner

Guiding You on Your Financial Path

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Our Team

Thomas D. Foy Jr.

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Tom is the Founder of IRIS Financial Services with offices on Amelia Island Florida and in Marlton New Jersey. He has been providing financial planning guidance to individuals and families for over 30 years. Tom is a member of the Estate Planning Council of North East Florida, a past board member and continuing member of the Jacksonville chapter of the National Association of Insurance and Financial Advisors (NAIFA), and a member of the Financial Planning Association of North East Florida. He is a Past PRESIDENT of the Estate and Financial Planning Council of Southern New Jersey. Tom is a member of the Yulee, Fernandina Beach, Amelia Island Chamber of Commerce. He is frequently asked to share his experiences as a guest speaker for many local and national audiences.

Tom and his wife, Pat have been married for over 40 years. They have 2 children and 2 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 grandchildren, his interests include boating, fishing and golfing. Tom is a fountain pen collector and an avid fan of the Philadelphia Eagles.

Proud supporter of The Eagles Eye Mobile

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Alexis C. Halsey

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Alexis joined IRIS Financial Services in the fall of 2009 as Tom’s administrative assistant. She gradually acquired additional responsibilities and now serves as an integral part of the organization as our Business Coordinator / Operations Manager. She is based in our Marlton New Jersey location.

Alexis is consistently recognized by our clients for her attention to detail and the tenacity that she displays in resolving client challenges.

Alexis earned her bachelor’s degree in Business Management with a minor in Finance from Widener University in 2007 and has since secured her life and health insurance license.

Alexis and her husband live in Mount Holly New Jersey and are the proud parents of a daughter.

Teressa Brunson

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Teressa joined IRIS Financial Services in the summer of 2017 as our Para Planner and Director of Business Development in the Amelia Island Florida office.

Teressa has an extensive background in the retirement plan marketplace. Her experience will help to add value and knowledge that will be of significant benefit to our existing clients. In addition, her analytical skills will prove to be most helpful as we are introduced to individuals and families seeking our advice and direction.

Teressa is a veteran of the United States Air Force. She is a fully licensed securities professional and holds her life and health license.

Her professional and military experiences have provided the opportunity to live in a variety of locations. Teressa now calls Jacksonville Florida her home.

Alissa Guest

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Alissa joined IRIS Financial Services in the summer of 2017 as the Administrative Assistant in our Amelia Island Florida office.

Alissa has demonstrated that she is up to the task as our “director of first impressions”. Her responsibilities include answering your calls while maintaining and organizing our electronic systems under the direction of our Operations Manager, Alexis Halsey.

Alissa earned her Associates Degree in Liberal Arts in 2003 from Florida Community College.

Alissa resides in Yulee Florida. She is a proud mom of 4 children.

Thomas D. Foy, Jr. is a registered representative of and offers securities and advisory services through Lincoln Financial Securities (LFS), Member SIPC. IRIS Financial and LFS are not affiliated. Copyright 2017 IRIS Financial Services. All Rights Reserved. LFS-1626237-102416

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

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.