Tom Tesar serves as the Partner-In-Charge for RubinBrown Advisors. He provides investment advisory and financial planning for high-net-worth clients. He has over 20 years of experience in wealth management, with a depth of experience in comprehensive financial planning, including tax, estate planning, retirement planning, investment management, and charitable planning.
Tom is the service unit leader of RubinBrown Advisors and has guided the strategic development of the group since 2016.
Education
B.S., Accountancy, University of Illinois at Urbana-Champaign
Experience
Estate planning
Financial planning
Investment advisory services
Professional Organizations
Certified Financial Planner®
Member, American Institute of Certified Public Accountants
Member, Missouri Society of Certified Public Accountants
Professional Accomplishments, Awards & Publications
National Chairman’s Award, PwC
Community Involvement
Past Chair, Finance Committee, MoBap Foundation
Former Board Member, FPA of Greater St. Louis
Member, MoBap Legacy Advisory Council