Summit Asset Strategies Wealth Management announced today that Thomas Keeney, MBA has joined its team of financial advisors.  In this role, Tom will be working directly with clients to help them realize their specific financial objectives.

“Tom’s impressive experience providing comprehensive planning advice for affluent families, combined with his proven record of exceptional client satisfaction lends him to be a perfect fit for our firm,” says Michael J. Greiner, Managing Director and CEO of Summit Asset Strategies Wealth Management. “He is a welcome addition to our growing team of experienced and professional advisors”.

Tom’s career prior to joining Summit Asset Strategies provides an impressive foundation.  He spent many years in Executive roles with US WEST / Qwest Communications culminating his time there as CFO for the IT Business Unit.  Tom also spent time in financial leadership positions with start-up and non-profit organizations.   Most recently he served as a Wealth Advisor and Planner at a large national firm.

“Summit Asset Strategies Wealth Management is unlike any asset management firm I have seen.  Its true ‘Fee Only’, independent business model and commitment to total transparency ensure that the client’s best interest is always the first priority,” says Keeney.  “I look forward to servicing my clients under this unique model that eliminates any conflict of interest.”

Tom’s experience and broad range of knowledge is recognized throughout the Bellevue / Seattle area where he spends a great deal of time working with non-profits and foundations.

Tom holds a B.A. in Mathematics and Computer Science from Western Washington University and received his Executive MBA from the University of Washington.

Summit Asset Strategies Wealth Management is an independent Registered Investment Advisory Firm based in Bellevue, WA.  The firm caters to the complex and sophisticated wealth management needs of affluent individuals, families and foundations around the country.

Editor’s Question:  Is Tom the brother of Laura Keeney?  Did he go to Bellevue High?

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