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Tom_Cooney
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Phone:  513.768.6797 

Thomas M. Cooney, CPA, CFP, CExP, CFF

Partner

As a business owner, Tom wears many hats but one of his most coveted skills is problem-solving. Tom has the distinguishing ability to discover resolutions to complex tax and financial issues by listening to his clients and asking the right questions. His primary areas of expertise include financial planning, consulting related to business acquisition and disposition, business and tax advisory, strategic planning, wealth transfer and enhancement, income and estate tax minimization, succession planning and fraud deterrence.

Education and Certifications

  • Xavier University – Bachelor of Arts and Bachelor of Science
  • College of Financial Planning - Master of Science in Financial Planning
    • Certified in Financial Forensics (CFF)
    • Certified Financial Planner (CFP)
    • Certified in Exit Planning (CExP)
  • Certified Public Accountant (CPA)

Professional and Community Associations

  • Board Member, Association for Corporate Growth
  • Vice President, Accounting for Kids
  • Member, Xavier University Finance Department Advisory Council
  • Treasurer, Board Member, 4C for Children
  • CEO Roundtable Member, Cincinnati USA Regional Chamber
  • Member, Ohio Society of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants
  • Member, National Association of Certified Valuation Analysts
  • Former Chair, Hamilton County Tax Levy Review Committee
  • Former Board Member, Association for Corporate Growth

Awards & Achievements

  • Family & Privately Owned Business Leadership Award, 2014
  • Five Star Wealth Manager, 2011-2013
  • Leadership Cincinnati, Class XXXV
  • Gentlemen of Style & Substance Award, 2012
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Personnel Profiling joins MCM

Effective July 1, 2014, Personnel Profiling, Inc. has joined the team at Mountjoy Chilton Medley, Kentucky’s largest CPA & advisory firm. With MCM, we’ll continue to offer the same top notch HR assessments, services and tools, now coupled with a greater breadth of in-demand expertise and services. You can now find the PPI main office and staff at MCM’s downtown Louisville headquarters.

Read About The Merger Continue to MCM's Website