Firm Position
Tom
is
the Managing Partner of bmc
Financial Advisors, a registered investment advisory firm. Tom is
located in theReading, 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/Certifications
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
