Our Team

Thomas J. Curran, Founder

With more than 40 years of experience in the securities business, Tom Curran has served his clients’ financial interests through his dedication and common-sense approach to successful investing.

During this time, he realized there was a window of opportunity to create a panoramic view of a clients financial present and future by offering tax planning in addition to traditional wealth management. He created HIPPO Tax Services to align with Curran Wealth Management (his primary business). Tom is a member of the Investment Committee as Curran where he formulates the investment strategies used for more than $400 million assets under management.

HIPPO and Curran partnered to create a window of opportunity for investors. Considering the tax landscape year-round can mitigate costs investors incur over the long term and to Tom that was worth exploring.

A graduate of Temple University, Tom received his MBA from the Wharton School at the University of Pennsylvania in 1968. Tom was recognized for his superior client service and earning the respect of his peers and the broader community for the honor he reflects on his profession

Alexis Meeks, CPA

With more than 20 years of accounting experience, Alexis joined Hippo Tax Services in 2019 as our CPA. In her role, she provides income tax planning, preparation and aid in compliance with income tax laws for clients.

Alexis also works with partner, Curran Wealth Management as their Tax Manager providing clients with strategic advice alongside a relationship manager.

Prior to joining HIPPO and Curran Wealth Management, Alexis was a senior manager at a local CPA firm. She provided service in tax planning, tax preparation, financial statement preparation and overall business development and management strategies.

Alexis is a graduate of the State University of New York at Oneonta with a Bachelor’s of Science in Accounting, and received her Master’s of Business Administration with an emphasis in Finance from Union College.

Derek Gray, Vice President of Private Wealth Management

As Vice President of Private Wealth Management for Curran Wealth Management, Derek is dedicated to providing clients with financial solutions designed to generate wealth, maximize the value of their assets, protect their financial security, and, ultimately, to enhance their quality of life. Derek works alongside HIPPO’s CPA, Alexis to provide clients with a sound investment strategy.

Prior to Curran Wealth Management, Derek worked for The Ayco Company, L.P., A Goldman Sachs Company in Albany, NY from 2007 until 2016 as a Senior Financial Planner. At Ayco, his primary role was to provide comprehensive financial planning and implement suitable investment and insurance solutions to a client base consisting of executives of various fortune 500 companies.

Derek has obtained his Certified Financial Planner™ certification from the CFP Board of Standards. He is a graduate of the State University of New York at Oneonta, where he earned a Bachelor of Science degree in Business Economics.