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
Current Clients
Contact me via email or my team 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