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About
Professional biography for Tom Hartman, Partner at Summit Wealth Group, LLC., based on verified sources and cross-referenced details.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Wealth Group, LLC. | Partner | Jan 2000 to Present | I oversee the financial affairs of certain families in the Upper Valley of New Hampshire and Vermont. |
| Hawk Inn & Mountain Resort | Controller | Jan 1989 to Jan 1999 | — |
| Smith Batchelder & Rugg, CPAs | Tax and Auditing Staff | Jan 1985 to Jan 1988 | Tax & Audit |
Education
Castleton State College
B.S. Accounting, A.S. Computer Sciences
1981 — 1983
Skills & Expertise
Tax Planning And Preparation
Investment Strategies
Project Management
Accounting
Internal Controls
Change Management
Customer Service
Retirement Planning
Wealth Management
Personal Financial Planning
Internal Audit
