Tom Lalley, CFP®, CFA

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Chartered Financial Analyst ® designation

Work Experience

• Guides individuals and families to define and meet their goals and objectives
• Manages clients’ financial affairs including portfolio management, retirement planning, estate and tax planning, and education planning
• Provides additional expertise in exit planning for business owners looking to maximize the value of their businesses
• Worked in the securities industry since 1993, starting with Fidelity Investments and as an Investment Advisor for John D. Dovich & Associates for 19 years

Life Outside of MAI 

• Member of the CFA Society of Cincinnati and the Cincinnati Estate Planning Council
• Serves as Chairman of the finance council for his local parish

Education

• Northern Kentucky University, BA in Accounting with a minor in Finance
• Xavier University, MBA in Business Administration

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.