|
|
|
Tom is a senior
partner at the Plymouth office of Carver Moquist & O’Connor, LLC, and
has over 30 years of experience serving small to medium size enterprises
and their entrepreneurial owners. Consulting with individual clients to
achieve their vision and succeed in their stated mission is his focus.
In addition, Tom leads wealth transfer planning services at the Plymouth
office.Tom received his Bachelor of Science Degree in Accounting from St. Cloud State University (SCSU) in 1970. While at SCSU, he was a charter member of the Theta Tau Chapter of Delta Sigma Pi Business Fraternity serving as finance officer in its initial year. Tom is a member of the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, a 23-year veteran of the Monday Tax Forum, and is a member of the Minneapolis/St. Paul Estate Planning Councils. Tom’s service to community has included membership on his church board, as well as active participation in the Jaycees. He was an assistant scoutmaster for his son’s Boy Scout troop. Tom is a member of Rotary International. He served as president of the Golden Valley Rotary Club (1996-1997), and currently serves the 57 clubs of the Rotary District 5950 (approximately 3,200 business and civic leaders) as the District’s CFO. Professional Focus Tom assists clients in creating a business that works, so the client can choose not to. He also provides mature consul on major lifestyle issues involving death, taxes, and other transitioning events. Personal Interests Tom and his wife, Barb live in Plymouth. They have two adult children (Erin and Tom), and have recently become grandparents. Their interests include traveling - cruising in particular. Hobbies enjoyed are gardening, photography, and occasionally hacking up the golf course. email: tom.gearty@cmocpa.com
|
|