Tom A. Seifert, CPA/PFS

Partner

Tom A. Seifert is a Partner at Luma, offering more than 30 years of industry experience. He is responsible for providing comprehensive financial planning and investment services to clients, generating new business and leading a team of professionals. As a Certified Public Accountant, Tom provides clients with individualized advice regarding complex tax-related planning and asset-allocation matters.

Before joining Luma in 2002, Tom was a Principal at Paragon Advisors, Inc. Earlier in his career, he was a Senior Vice President at Sterling, a division of National City Bank. He began his professional career at Price Waterhouse in Cleveland, also spending time in the national office in New York.

Tom graduated with honors from the University of Notre Dame with a B.B.A in Accounting. He is a member of the American Institute of CPAs as well as the Ohio Society of CPAs. His
community involvement includes serving as Vice Chair of Administration on the Board of Directors for Beech Brook. He is also a member of the Gesu Parish Endowment Board.

He resides in Pepper Pike with his wife Tracy and two sons. In addition to being an avid runner and golfer, Tom enjoys following Cleveland sports as well as Notre Dame football.

Luma Wealth Advisors - Professional Tom Seifert