tom cooney mcm

Thomas Cooney




As a business owner, Tom wears many hats but one of his most coveted skills is problem‐solving. Tom has the distinguishing ability to discover resolutions to complex tax and financial issues by listening to his clients and asking the right questions. His primary areas of expertise include financial planning, consulting related to business acquisition and disposition, business and tax advisory, strategic planning, wealth transfer and enhancement, income and estate tax minimization, succession planning and fraud deterrence.

Education and Certifications
  • Xavier University – Bachelor of Arts and Bachelor of Science
  • College of Financial Planning – Master of Science in Financial Planning
  • Certified Public Accountant (CPA)
  • Certified in Financial Forensics (CFF)
  • Certified Financial Planner (CFP)
  • Certified in Exit Planning (CExP)
Professional and Community Associations
  • Treasurer, Board Member, 4C for Children
  • Member, Xavier University Finance Department Advisory Council
  • CEO Roundtable Member, Cincinnati USA Regional Chamber
  • Member, Ohio Society of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants
  • Member, National Association of Certified Valuation Analysts
  • Accounting for Kids, Vice President
  • Former Board Member, Association for Corporate Growth
  • Former Chair, Hamilton County Tax Levy Review Committee
Awards and Achievements
  • Family & Privately Owned Business Leadership Award, 2014
  • Five Star Wealth Manager, 2011‐2013
  • Leadership Cincinnati, Class XXXV
  • Cincinnati Gentlemen of Style & Substance Award, 2012