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Intelligent Investing

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Tom Theodore, CFP®

Certified Financial Planner®

Tom is a Certified Financial Planner® with over thirty years of professional experience.  He is a graduate of the University of Arkansas with a BS in Accounting and a Master of Business Administration degree.  Tom is a member of the American Institute of Certified Public Accountants (AICPA).

Tom’s focus is helping individuals and families reach their financial goals by implementing financial plans tailored to the client’s specific situation and circumstances.  He is experienced in estate planning, and has also worked extensively with entrepreneurs and business executives.  As a practicing Christian, he strives to integrate faith-based principles in his professional practice.

He has done volunteer work with South Carolina Christian Foundation, Miracle Hill and other charities. Tom is an Eagle Scout, a member of the Sons of the American Revolution, and a Paul Harris Fellow Rotarian.

Tom and his wife Melissa have a daughter, Holly, and a son-in- law Ben and are faithfully involved with their church. When not working he enjoys spending time with his family, reading, traveling, hunting and riding his motorcycle.

 

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