Tom received a bachelor’s degree in accounting from Central Michigan University in 1977 and joined Anderson, Tuckey, Bernhardt & Doran, PC, a certified public accounting firm, that same year. Tom has over 30 years experience as a CPA, working with clients in many areas including tax, financial and investment planning.
Tom also has over 15 years of experience in the financial services area. He holds Series 6 (Investment Company Products and Variable Contracts), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 66 (Uniform Combined State Law) securities registrations and a Life Insurance license. He has extensive experience working with individuals to plan for retirement, with an eye towards maximizing wealth creation and mitigating risk.
Tom is a member of the Michigan Association of CPA's (MICPA) and the American Institute of CPA's (AICPA). He is a member, past president and secretary of the Caro Lion's Club. He is married and enjoys golf, boating and spending time with his family.
* Registered Representative of Geneos Wealth Management, Inc. member FINRA & SIPC.