A co-founder of Broadview Financial Advisors, Tom Moore is a Registered Investment Advisor and CPA with extensive personal and corporate planning experience with owners of privately-held companies.
He is a General Securities Representative and holds FINRA Series 7 and 66 licenses.
He received a Bachelor of Science degree in Accounting from the University of Kentucky in 1983 and has continued his professional education by taking both technical and management courses in his areas of expertise.
Before co-founding Broadview Financial Advisors, he was Chief Financial Officer of Geotechnical Specialty Construction Company doing business in the Continental U.S. & Panama. Before that he spent 27 years in public accounting, the last 14 years as a partner & Vice President at a regional accounting firm. His clients were privately held business, foreign owned companies, and high net worth individuals.