Prior to founding Vision Capital Partners, Tom was affiliated with Lincoln Financial Advisors as a registered representative. For two of those years, he was the Regional Director of Investments for the Great Lakes Region where he helped direct over 50 other planners in portfolio construction and asset allocation for their clients. Through his previous work as a certified public accountant and involvement in privately held companies, Tom has a unique perspective of being both a client and advisor when it comes to working with closely held businesses, their owners and key constituents. Tom is a Level II candidate for the Chartered Alternative Investment Analyst (CAIA) designation, demonstratin