Wealth Dimensions Group announced that Thomas M. Cooney, CPA, CFPTM, CExPTM, CFF® has joined the firm as a senior financial advisor. Tom will leverage his extensive experience of advising privately held business and high-net-worth clients to help Wealth Dimensions clients with complex tax and financial issues.
“With the addition of Tom to our team, Wealth Dimensions clients have access to sophisticated tax and business advisory capabilities,” said Tom Curti, founder and managing member at Wealth Dimensions.
As an active member of the Cincinnati community, Cooney joins Wealth Dimensions from MCM CPAs & Advisors. He was a founding partner of its predecessor organization Cooney Faulkner and Stevens LLC. Over the course of his distinguished career he has advised high-net-worth individuals, including many privately held business owners, on an array of tax and financial issues.
Cooney is a graduate of Xavier University and holds a masters degree from the College of Financial Planning. He is a CPA, a CERTIFIED FINANCIAL PLANNERTM professional and Certified Exit Planner (CExP™), a designation for those advising business owners on transitioning their business. He also possesses a Certified in Financial Forensics (CFF ®) designation.
“I’m thrilled to work closely with the Wealth Dimensions team and its clients,” said Tom Cooney. “The firm’s commitment to helping clients make the best possible decisions to achieve what matters most to them made it an easy choice for me to join the team.”
For informational purposes only. Not intended as legal or investment advice or a recommendation of any particular security or strategy. Opinions expressed in this commentary reflect subjective judgments of the author and/or third-party source based on conditions at the time of writing and are subject to change without notice. For more information about Wealth Dimensions, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov or contact us at 513-554-6000.