FIVE STAR Wealth ManagerSM for 2008–2012 in Cincinnati Magazine.*
Tom is a well-known financial consultant from Cincinnati, Ohio, having served in various capacities in the financial services industry since 1976. He has held executive positions in the property and casualty and life insurance industry where he developed retirement products for individuals. Tom has spoken throughout the country on topics that include retirement planning, social security, taxation of retirement income, preservation of capital and long-term care. He is a graduate from the University of Cincinnati, a CPA, and a Personal Financial Specialist.
Tom and his wife, Kathy, have three children. They are all active members of their community. Tom has coached each of his children in sports and served his church as president of Parish Council and the Education Commission. Currently, he is serving on the board of Community Services West, a nonprofit organization serving the elderly in western Hamilton County. For fun, Tom sings in the Friendly Sons of St. Patrick Glee Club, enjoys football, fishing, and cooking.
CLICK HERE to request a meeting with Tom.
Erin is a client relationship manager. She began her career in the financial services industry in 1998. Erin holds her FINRA Series 6 and 26 securities registrations through Commonwealth, as well as her life and health insurance licenses. Erin is the primary contact for service or questions on existing accounts. She is also responsible for processing all paperwork associated with new investment accounts and life insurance policies. Erin makes sure that the client’s needs are met in a timely and professional manner.
Erin is a graduate of Northern Kentucky University. She lives with her husband, Chuck, and son, Brady. They enjoy going to Brady’s baseball games, going to concerts, and spending time with family and friends.
Fixed insurance products and services offered by Retirement Resource Center, Inc., are separate and unrelated to Commonwealth.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,265 Cincinnati wealth managers were considered for the award; 477 (38 percent of candidates) were named 2012 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.