|
Tom is the Managing Partner of bmc Financial Advisors, a registered investment advisory firm. Tom is located in the Reading, PA office. Professional Experience Tom has more than 28 years of experience in public accounting, including five years he spent with an international accounting firm. He is responsible for overseeing the firm's financial services practice which includes planning services such as estate, retirement, business succession, income tax, investment, and insurance. Tom also has worked with the shareholders of many large, closely-held businesses in developing financial planning strategies with respect to succession and exit strategies relating to their personal situations. He also works closely with many of the firm's individual, corporate and retirement plan clients to formulate investment management strategies that are well coordinated with their planning goals. Education BS, Accounting, Bloomsburg University Certified Public Accountant, licensed in Pennsylvania Certified Financial Planner Professional and Community Affiliations American Institute of Certified Public Accounting Pennsylvania Institute of Certified Public Accountants Member Specialist in Estate Planning. Financial Planning Association Berks County Estate Planning Council Pennsylvania Institute of Certified Public Accountants, Committee on Estate Planning | 