Tony Thome, Managing Principal

Practice Description

Mr. Thome focuses 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 has substantial experience in formulating appropriate financial modeling and wealth management strategies customized for each unique situation.

Professional Background

Mr. Thome founded Thome Financial Management, LLC in 2003 as a locally-based financial consultancy offering prudent, constructive financial advice in a comfortable, confidential setting. The highest degree of professional integrity is the core tenet of the organization.  
 
His twenty years of industry experience include six years as a securities principal and investment advisory representative of a private wealth management business in Seattle, WA 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. 


 

He began his financial services career as a trust officer at Eagle Trust Company, located in Wayne, Pennsylvania. 

A frequent public speaker, he is a member of several professional organizations, including the National Institute of Certified Estate Planners, the Society of Certified Senior Advisors and the International Association of Registered Financial Consultants.

He has been awarded the Accredited Asset Management Specialist (AAMS), Certified Estate Planner (CEP), Certified Senior Advisor (CSA) and Registered Financial Consultant (RFC) designations.  In addition, he has held several securities licenses including General Securities Principal, Municipal Fund Securities Principal and Financial & Operations Principal.  

Personal Background

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, deploying to the Middle East, Asia, Africa and Central America.  Decorations include the Navy Commendation Medal, Navy Achievement Medal and Navy  Unit Commendation. 

He lives with  his wife and three children in Medina, Washington.