Role and Expertise:
Tommy is a dedicated professional at Vesta, specializing in working with high-net-worth individuals and closely held businesses. He is committed to providing exceptional client service through efficient delivery, effective communication, and a collaborative approach with his colleagues.
Professional Background:
Tommy grew up in Brookfield, WI, and holds a Bachelor of Business Administration degree, cum laude, majoring in Accounting and minoring in Management from the University of Wisconsin Eau Claire. Since 2015, he has been preparing tax returns and earned his CPA in 2020. He has been providing valuable tax planning services directly to clients since 2021.
Key Accomplishments:
Tommy excels in client satisfaction, effective communication, and developing strong personal relationships. He has trained and recruited staff, and successfully improved relationships with challenging clients. His positive attitude and excellent relationships with clients, coworkers, and business associates contribute significantly to Vesta’s success.
Client Relationships:
Tommy is deeply connected in the community, working closely with clients and referral sources to bring in new business. He focuses on forward-looking tax planning, always seeking ways to better serve clients. Tommy’s dedication to building strong personal relationships ensures a high level of client satisfaction and trust.
Personal Interests or Hobbies:
Outside of work, Tommy loves travel and the outdoors. His favorite hobby is disc golfing, and he enjoys playing rounds whenever possible. He is also a casual biking enthusiast and enjoys dining out, trying new breweries, and spending time with others, especially his wife, Allison.
Professional Affiliations and Community Service:
Tommy is a member of the AICPA and WICPA, and serves as an ambassador for the Fitchburg Chamber of Commerce. He also has a keen interest in utilizing his skillset for non-profit opportunities in the future, demonstrating his commitment to community service and professional growth.
