Tom is a well-known financial consultant from Cincinnati, Ohio. He has served in various capacities within the financial services industry since 1976. Tom graduated from the University of Cincinnati and is a retired CPA. He has held executive positions in both property & casualty and life insurance industries, where he developed retirement products for individuals. Tom has helped his clients for over 20 years in developing strategies and plans for their retirement.
Tom & his wife, Kathy, have 3 children and 5 grandchildren. Tom enjoys serving his community by volunteering, including on different non-profit and foundation boards to share his experience and knowledge.
Tom enjoys music and sings with the Friendly Sons of St. Patrick Glee Club. He is an avid sports fan and enjoys preparing fine meals.
Tom believes that valuing the individual and knowing people’s concerns, fears, joys, and aspirations are the foundational basis for serving clients. He believes ‘if you treat people right, then good things will happen’. With his background and experience, Tom knows the details that need to be in place to help clients achieve their goals.
Tom has been recognized as a Five Star Wealth Manager Award recipient for 12 consecutive years, 2012-2024.
2012-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was issued on 9/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. 1596 Cincinnati-area wealth managers were considered for the award; 200 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com
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