As a financial advisor with our firm, Tom is dedicated to developing strong client relationships by delivering comprehensive financial planning and investment advisory services tailored to clients’ circumstances and goals. His areas of expertise include: financial planning, strategies for wealth transfer, income and estate tax minimization, and planning for liquidity events.
Prior to joining Wealth Dimensions, Tom spent much of his career at Plante Moran, a national certified public accounting and business advisory firm. Most recently there, he was a wealth manager providing high-net-worth clients with holistic wealth planning that included strategies for investing, tax minimization, insurance, and estate planning. He also helped business owners plan for a liquidity event. 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.
Tom is an active member of the community. He 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.
He resides in the Cincinnati area with his wife and two young sons. Tom enjoys spending time with them and playing golf.