As a co-founder and managing member of Wealth Dimensions Group, Tom has more than 30 years of experience providing financial and investment advice to high-net-worth individuals and families, family offices, and nonprofits. Tom is committed to helping clients achieve their financial and life goals and assists them by providing his expertise in accounting, tax, investments, and estate planning.
Tom received his BA degree from Miami University. He is a Certified Financial Planner (CFP®) and an Accredited Investment Fiduciary (AIF®), a designation acquired through the Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business.
Tom is active in the financial planning community and has commented on diverse financial topics for the media and in workshops. Tom has also served as chairman of the Business Advisory Council for the Lakota School District and helped develop “Skills for Success,” a basic financial and life skills course for high school juniors. As a Rotarian, Tom has taught in its annual Camp Enterprise, educating high school students on topics to help them succeed in life.
Tom’s latest passion is his association with the Ronald McDonald House as a member of their planned giving council and as a general advocate.