Financial Advisor Thomas Blank

Thomas Blank - EA CEP

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Thomas Blank - EA CEP

My Profile

Introduction

Thomas L. Blank has been in the tax and financial planning business for over 30 years. He is a licensed Registered Representative with Money Concepts Capital Corporation.

”I first became interested in personal financial planning after several years in private tax practice working with my clients. I found I would make tax-planning recommendations, only to find my clients had purchased a policy or made an investment completely different from what I had recommended after a visit with their brokers or agents. Because the broker or agent didn’t know the clients like I did, they would sell them the wrong product! It was then I decided that if I were really going to help my clients, I would have to get into the investment and insurance business.”

Check Thomas Blank's Background

Thomas

Thomas Blank - EA CEP

My Profile

Introduction

Thomas L. Blank has been in the tax and financial planning business for over 30 years. He is a licensed Registered Representative with Money Concepts Capital Corporation.

”I first became interested in personal financial planning after several years in private tax practice working with my clients. I found I would make tax-planning recommendations, only to find my clients had purchased a policy or made an investment completely different from what I had recommended after a visit with their brokers or agents. Because the broker or agent didn’t know the clients like I did, they would sell them the wrong product! It was then I decided that if I were really going to help my clients, I would have to get into the investment and insurance business.”

Susan Shook

My Profile

Introduction

I first became interested in personal financial planning after realizing my tax clients were making impulsive investment decisions without receiving proper information. This caused a negative impact on reaching their financial goals. There is no “one size fits all” prodcut or financial plan. Each should be as unique as the individual themselves in order to achieve success. Money Concepts allows me to do just that as an independent financial advisor.

I have worked in the financial services industry serving the needs of local residents since 1974 and spent over 21 years in the banking industry as both a loan officer and assistance vice president.

Check Susan Shook's Background

Susan

Susan Shook

My Profile

Introduction

I first became interested in personal financial planning after realizing my tax clients were making impulsive investment decisions without receiving proper information. This caused a negative impact on reaching their financial goals. There is no “one size fits all” prodcut or financial plan. Each should be as unique as the individual themselves in order to achieve success. Money Concepts allows me to do just that as an independent financial advisor.

I have worked in the financial services industry serving the needs of local residents since 1974 and spent over 21 years in the banking industry as both a loan officer and assistance vice president.

Jason

Jason Frey - EA

Amy R.

Amy R. Bryan

Marketing and Client Services

Amy recently joined the Tri-County Financial team in January of 2013. Amy works closely with the advisors and  servicing their clients.

Amy R.

Amy R. Bryan

Marketing and Client Services

Amy recently joined the Tri-County Financial team in January of 2013. Amy works closely with the advisors and  servicing their clients.

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Thomas Blank is an independent contractor of Money Concepts

note: TRI County Financial is an independent firm and not affiliated with Money Concepts

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