Tony Thome, Founder and President
Mr. Thome oversees all strategic activity of the firm, focusing on providing unbiased, insightful advice on the structuring and management of corporate and personal financial assets. Particular expertise includes comprehensive financial management, strategic financial modeling and tax-sensitive investment management.
Client representation includes business owners, corporate entities, and taxable investors with particularly complex situations.
He attained the Accredited Asset Management Specialist (AAMS™), Certified Estate Planner (CEP™) and Certified Senior Advisor (CEP™) designations. His 25 years of industry experience include seven years as a securities principal and investment advisory representative of a private wealth management business in Seattle and an independent practice he built in Bellevue, Washington. Prior to this, as Northwest Managing Director for SEI Investments, a global investment management firm, he managed the placement of over $150 million annually in institutional investment vehicles.
A graduate of the United States Naval Academy, he holds a Bachelor of Science degree and several engineering accreditations. He spent five years as an Amphibious Warfare Officer. Decorations include the Navy Commendation Medal, Navy Achievement Medal and Navy Unit Commendation.
