Barb Tomeo, CPA, CLU

Barb Tomeo is a Principal and Chief Financial Officer of Thomas Financial Group. She has been with the firm since 1999. The firm focuses on wealth transfer for high net worth individuals and businesses.

Barb has been a speaker at the marketing meetings of M Financial Group, a national network of premier financial services firms. She currently serves on the Member Firm Relations Committee and the Technology Committee for M Financial.

Barb is involved in many professional industry associations including the Association for Advanced Life Underwriting (AALU), American Institute of CPA's (AICPA), Florida Institute of CPA's (FICPA), American Woman's Society of CPA's (AWSCPA), National Association of Insurance and Financial Advisors (NAIFA), and the Society of Financial Service Professionals.

Barb majored in accounting and information systems at Clarion University of Pennsylvania. She is a Certified Public Accountant (CPA) and has her MBA. She also has earned the Chartered Life Underwriter (CLU) designation from the American College.

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Thomas Financial Group and their agents are presently licensed to sell traditional life insurance in
AL, AZ, CA, FL, IL, IN, MI, MD, PA, DC, DE, MA, MD, MN, MS, NC, NJ, NY, OR, OH, SC, TN, TX, VT, VA and WA.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.
Proper state registration is mandatory prior to conducting business in any state.

Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA / SIPC.
Thomas Financial Group is owned and operated independently from M Holdings Securities, Inc. Thomas Financial Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.