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Thomas Over, CPA, CFP, PFS

Tom joined Vine Dahlen in 1992 and became a member in 1994. Prior to Vine Dahlen, he worked with Ernst and Young in Chicago and Seattle. Tom is a 1984 graduate of the University of Notre Dame, with a B.A. in Business Administration. He is a tax consultant and provider of compliance services tailored to meet the diverse needs of closely-held businesses and their related owners and key employees in a variety of industries, such as: manufacturing, retail and wholesale, real estate, professional services, and construction. Tom is a member of the American Institute of Certified Public Accountants and the Washington Society of Certified Public Accountants. He is also active in the local community as Treasurer of the Pacific Little League and as Finance Committee Chair of Holy Rosary.

 

                The auditors at Vine Dahlen are very knowledgeable about all aspects of non-profit fund management. They helped us make revisions to our investment policy that has led to better management of the Foundation's assets.

— Dottie Krzyzanoski,
     Executive Director

Everett Community College Foundation