Thomas Neess

Managing Partner

Began his career in an administrative position with E.F. Hutton in 1986. After filling the role of Assistant Operations Manager for Shearson Lehman Bros. from 1988 through 1991, Tom joined PaineWebber Inc. to focus on building a retirement and estate planning business. With more than a decade of experience with these Wall Street firms, Tom left PaineWebber in 1997 to pursue his dream of independence and to grow along with his clientele. Tom currently resides in Hyde Park and has three children, Liam, Greer and Ella.

Phone 513-701-1099
Fax 513-701-1098