Tom is a graduate of the University of Akron where he majored in Financial Services and minored in Entrepreneurship. Upon graduating, Tom entered the financial services industry by joining Freeman Heyne Toma where he currently supports client service needs in Freeman Heyne Toma's Northeast Ohio office.
As part of his studies at the University of Akron, Tom completed all the coursework required to sit for the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. He attained this designation in July 2014.
"My commitment is to continually help our advisors with the implementation of client financial and investment plans."
Degrees/Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), University of Akron, BA, Financial Services, Minor in Entrepreneurship; Accredited Investment Fiduciary® (AIF®)
Licenses and Registrations: Securities Registration Series 7, Series 66, Ohio Accident, Life and Health Insurance, Ohio Notary