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Thomas M. Rooney, EA, CLU, CFP®

Thomas M. Rooney, EA, CLU, CFP®

President

Tom is the President of Rooney, Schmidt & Associates Inc. He received a Bachelor of Science Degree from Marist College and a Master of Arts Degree from the State University of New York at Albany. He has attended educational programs at the American College and Long Island University C.W. Post. Tom is enrolled to practice before the Department of the Treasury, Internal Revenue Service. He is a Certified Financial Planner® licensee and has been awarded the designation of Charter Life Underwriter. Tom has extensive experience with tax and accounting issues along with broad financial planning strategies. He has been in private practice since 1993. Tom is married. He and his wife, Mary Jane, have three children. Tom is active with various charitable and civic organizations.