Tom Stark focuses on working with clients to create long-term, personalized financial plans in addition to overseeing the allocation of risk-appropriate investment portfolios. His goal is to reduce the 'worry factor' by developing common sense plans and then helping clients with practical guidance in the pursuit of their financial goals.
Tom has over twenty-five years of experience serving clients and enjoys finding solutions for each of his clients’ unique financial and planning needs. Tom puts his Bachelor of Arts in Economics from the University of Cincinnati to daily use in analyzing the financial world we live in.
AREAS OF EXPERTISE
- Planning for Retirement Income
- Investments & Advisory Services
- Estate, Legacy & Charitable Planning
- Tax Strategies
- Personal Insurance Planning
- Business Retirement Plans & Strategies
- Cash Management & Debt Planning
- Education & College Funding
Tom is an avid runner, but also enjoys his downtime reading everything from classic novels to contemporary economic texts. He and his wife, Tammy, a middle school teacher, enjoy travelling and outdoor activities such as bicycling and kayaking. They have two adult children and are looking forward to grandchildren in the near future. They are active and serving members of their local community and church.