- NOTICE -
All Domani Wealth offices will be closed on Tuesday, July 24, 2018 for team members and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year.

If you have an urgent matter and need immediate assistance on this day, please call Dorothy Lineaweaver at 717-824-5106 or Jim Karchner at 814-571-5556.

We appreciate your understanding.

Thomas K. Williams, CFP®, CPA

Chief Executive Officer

Thomas K. Williams, CFP®, CPA
Partner | Senior Wealth Advisor | CEO

Tom works closely with individuals and their families to develop customized financial plans that are aligned with their personal goals and objectives. Additionally, he works with the firm’s Investment Strategy Group to construct portfolios for clients that are coordinated with their financial planning goals.

As a CPA, he is uniquely qualified to incorporate his tax knowledge in advising clients and their businesses in various aspects of their financial matters. Tom’s comprehensive knowledge of trust, estate and gift taxation allows him to provide clients with critical guidance related to their wealth transfer goals, whether they be family oriented, philanthropic oriented or both.

As a member of the executive management team, Tom serves as Chief Executive Officer for the firm.

Tom enjoys helping clients gain a better understanding of their financial situation, which in turn enables them to feel more secure about it.

 

Professional Accreditations & Education 
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant
  • BS Accounting, Bloomsburg University

 

Professional Memberships 
  • Financial Planning Association
  • Financial Planning Association of the Philadelphia Tri-State Area
  • American Institute of Certified Public Accountants, Personal Financial Planning Section
  • Pennsylvania Institute of Certified Public Accountants

 

Community Involvement (Current and Prior)
  • Berks Encore, Board and Operations Committee
  • Caron Foundation, Board, Investment Committee Chair, Finance Committee
  • Vision Resource Center of Berks County, Business Advisory Board
  • Marshall Hughes Scholarship Foundation, Trustee
  • Washington Library Club, Investment Committee
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