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Tom Hartman

Tom Hartman

Tax and Auditing Staff

Followers of Tom Hartman127 followers
location of Tom HartmanWhite River Junction, Vermont, United States

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  • 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