Tom Hart, CPA
Tom is the President of KCM Consulting and a Certified Personal Accountant. He has been in the financial services industry for 28 years. His expertise includes all aspects of financial, estate, and tax planning, as well as life and disability insurance. As a CPA, Tom looks at financial transactions and planning through the tax code to receive the maximum tax benefits for my clients.
His clientele includes individuals, board of trustees, non-profit organizations, small and medium size businesses. Tom has extensive knowledge of investments in various industries, insurance and the tax code, education and planning.
|Kristin has worked in the financial services industry for over 10 years. She has worked for Thomas Hart, KCM Consulting, through Cetera Advisors Broker Dealer, for the past six years. She began her career at KCM Consulting as an Administrative Assistant. Kristin has continued to learn and grow in her position and was promoted to Manager, Business Operations in 2010. Kristin most recently received the honor of the Prosperity 2013 Administrator of the year at the Regional Conference held in Columbus, Ohio.
Kristin has maintained the Series 6 license registration, as well as, the life and health insurance license. She is currently working on a Bachelor’s degree in Business. Kristin has attended Heidelberg University in Maumee, Ohio and is now registered to attend Indiana University East in the spring of 2014. She hopes to complete the Business degree in the springtime of 2015.
Last year Kristin set up a new domain for KCM Consulting to allow integration of systems and client database. She also created and planned the remote office location in Richmond, Indiana. In addition to her business responsibilities, Kristin is a mother and a new wife. She recently married Todd Moistner on July 5, 2013, so in her spare time, she stays very active with her son, Jake and also her step kids, Ciera and Bailey.
Security & Investment Advisory Services offered through Cetera Advisors LLC. Member FINRA/SIPC.
KCM Consulting is independent of Cetera Advisors LLC.