Thomas B. Holding, CFP®, CLU®, CRPC® has obtained multiple professional designations since graduating from Miami University in Oxford, Ohio in May 1985 with a degree in Business and Majors in Finance and Marketing.


Tom holds Series 6, 7, 24, 26 and 63 securities registrations. He has earned the Certified Financial Planner (CFP®) certification and Chartered Life Underwriter (CLU®) and Chartered Retirement Planning Counselor (CRPC®) designations.

He is very active in his community and has served on the Boards of the Northern Cincinnati Foundation and the Chamber Alliance of West Chester/Liberty. Tom lives in Liberty Township, Ohio with his wife, Eleanor, and together they have four children, Brett, Lydia, Thomas, and Anne.  


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Tom Direct Line: (513) 942-4410