Direct Line: (513) 699-2976

Direct Fax: (513) 699-2977




Tom is an Investment Advisor Representative with securities licenses Series 7 and 66 and health and life insurance licenses. He specializes in investment management and family insurance risk strategies for the self-employed and family planning. Tom provides insightful advice, which includes:

  • Sole Proprietor 401-K
  • Income Tax Planning
  • Mutual Funds
  • Individual Stock Ownership
  • 529 College Plans
  • Beneficiary Reviews

Tom assists many clients with monthly cash flow management and reducing financial fragmentation with account consolidation. The approach is solution driven and provides confidence during pressing financial challenges. Tom is dedicated to his family, his clients and his profession.