For over 20 years, I’ve helped individuals, families, and business owners with college, retirement, insurance, and estate planning. I take the lead in helping my clients work with their accountant to address taxes and their attorney to help their assets avoid probate and are passed to their heirs in the most tax efficient manner.
I started our firm to focus on financial planning as a CERTIFIED FINANCIAL PLANNER™ professional. I feel strongly that as many large firms chase the dollar and set high account minimums, my practice focuses on working with clients that put me at the center of their financial picture. I discuss their needs, wants, and wishes for their financial future, and I look at investing as a means to obtain their goals. My client’s have a willingness to set a plan so that I can help guide them through life’s most complicated financial decisions.
When not in the office, you will find me rooting on THE Ohio State Buckeyes and on the baseball field coaching young kids the game. I feel as a mentor to youth, I can make a difference in their lives, just as I can coach my clients through major financial obstacles.
Prior to founding Credo Financial Advisors, I worked as a Portfolio Manager at Huntington National Bank for nine years, where I managed $300 million in assets. I also worked as a Financial Advisor at Park National Bank for eight years, managing $50 million in assets.
I attended Mount Union University, where I earned my bachelor’s in Finance with a minor in Economics. I also received my certificate in Financial Planning from Boston University in 2013. Additionally, through LPL, I hold series 6,7 and 24 licenses; through LPL and Stratos Wealth Partners hold my series 66 and my Ohio Life and Health license.
Chad Tom is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC.. Investment advice offered through Credo Financial Advisors, a registered investment advisor and a separate entity from LPL Financial.