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Tom Hartman

Tom hartman

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location of Tom HartmanWhite River Junction, Vermont, United States
Phone number of Tom HartmanView Mobile No.
Followers of Tom Hartman127 followers

  • Timeline

  • About me

    Retirement Distribution Strategies|Experienced Financial & Estate Planning|CFP®, CPA|Outdoor Enthusiast-Skiing & Hiking

  • Education

    • Castleton state college

      1981 - 1983
      B.s. accounting, a.s. computer sciences

      Activities and Societies: Student Government and Outing Club

  • Experience

    • Smith batchelder & rugg, cpas

      Jan 1985 - Jan 1988
      Tax and auditing staff

      Tax & Audit

    • Hawk inn & mountain resort

      Jan 1989 - Jan 1999
      Controller

    • Summit wealth group, llc.

      Jan 2000 - now
      Partner

      I oversee the financial affairs of certain families in the Upper Valley of New Hampshire and Vermont.

  • Licenses & Certifications

    • Certified financial planner

      Cfp board of standards

    • Certified public accountant

      Vt board of public accountancy