About
Tom’s career in the investment industry began over eight years ago at LM Kohn & Company, where he helped clients with portfolio management and trading, and later became a financial advisor. In his current role as a financial advisor with Wealth Enhancement, Tom leads with a service-first mentality and utilizes risk-based tools to help clients align their investment objectives with their personal risk tolerance. He also applies his extensive investment and analytical skills to oversee client portfolios and develop long-term wealth strategies.
In his spare time, Tom enjoys spending time with family and friends, playing sports and listening to podcasts.
Education
- BBA, Finance, University of Cincinnati, Carl H. Linder College of Business
Resources from Tom Berry
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation