Thomas_Tillery

Thomas N. Tillery MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®

Vice President/Chief Compliance Officer, Paraklete Financial, Inc.®

Thomas Neal Tillery is Vice President and CCO of Paraklete Financial, Inc.® Paraklete provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. Tom is also a co-founder and Vice-President of Financial Planning Advocate, LLC, a provider of educational materials for CPA's, financial advisers, universities and colleges. Mr. Tillery has more than 30 years of experience in financial planning, insurance, investments, philanthropy and tax planning. Tom earned an M.S. in Financial Services from The American College and an M.A. in education from The Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate) and the Atlanta Estate Planning Council. Tom is a frequent speaker and author on topics relating to personal financial planning. Mr. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in graduate programs in accounting, business and law. Additionally, Tom has co-authored The AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) Body of Knowledge and successful completion, with related experience, permits participants to obtain the PFS Credential.He is a frequent speaker, teacher and author on topics relating to personal financial planning including, Financial Planning and Tax Advisory Services, Estate Planning for the Affluent, Current Retirement Issues, Working with Investment Advisors, and Stewardship. Tom and his family reside in Kennesaw, Georgia.


Appearances