Wealth Dimensions recently welcomed Tom Schiller, Jr. as a financial advisor to the firm.
“The addition of Tom to our team demonstrates our continued commitment to hiring highly talented advisors to serve our clients,” said Tom Curti, founder and managing member at Wealth Dimensions. “Tom brings many areas of expertise to our clients, including financial planning, strategies for wealth transfer, income and estate tax minimization, and planning for liquidity events.”
Prior to joining Wealth Dimensions, Schiller spent much of his career at Plante Moran, a national certified public accounting and business advisory firm. In his most recent role there, he was a wealth manager providing high-net-worth clients with holistic wealth planning. Earlier in his career he provided audit and tax preparation services for both individual and corporate clients.
Tom has a Bachelor of Science in Business Administration (BSBA), majoring in accounting from Ohio Northern University. He also earned a MBA from Northern Kentucky University. He is a CPA and a CERTIFIED FINANCIAL PLANNERTM professional.
As an active member of the community, Tom serves as a member of the audit committee for Lighthouse Youth & Family Services and is a board member and chair of the investment committee for their Beacon of Youth Foundation.
“Wealth Dimensions’ personalized and comprehensive approach, combined with its high standard of care, attracted me to the firm,” says Schiller. “I’m looking forward to working closely with clients to help them make the best possible financial decisions during their life’s journey.”
For informational purposes only. Not intended as legal or investment advice or a recommendation of any particular security or strategy. Information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author 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.