Thomas Lindgren

Thomas Lindgren

Portfolio Accountant

Thomas Lindgren


As a member of the Back Office Operations team, Tom works to ensure accuracy of data in client accounts. He works with his teammates to analyze daily activities and report
important details to the advisory teams.


Tom has worn many hats in over 20 years in the financial services industry. His job responsibilities have included training, technology, auditing, and compliance.


BA, Clarion University of Pennsylvania


Tom enjoys reading, board games, hiking, and biking.

 Estate Planning Myths and Tips

Register for Estate Planning Myths and Tips on Jul 21, 2020, 12:30