Tom and his wife Mary have been proud to call Anderson Township their home since 1975. They have two grown daughters and enjoy their two precious grandchildren.
Tom has been active in numerous civic and charitable organizations over the years, and Volunteers regularly at his church, Crossroads Community Church in Oakley.
EXPERIENCE
- 40 years managing family investments
- 20 years as a Vice President at two New York Stock Exchange broker-dealers
- 3 years as compliance officer for a mutual funds complex in Cincinnati
- 5 years as the Director of Internal Auditing for the Federal Home Loan Bank of Cincinnati
- 3 years as an auditor at a “Big 8” CPA firm
TRAINING
- Candidate for CFP®
- Investment Foundations™ certificate - CFA Institute
- CPA since 1974
- MBA with concentration in accounting, University of Cincinnati, ‘73
- B.S. cum laude, University of Cincinnati, ’70
- Ongoing continuing education for CFP® and CPA
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