thomas tarkowski, mba,cfp®,clu
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managing partner

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​[email protected]
585.475.8452
585.292.1569 (fax)

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PROFESSIONAL EXPERIENCE |
Managing Partner of Mapstone | Veritas, Tom started in the investment and financial services industry in 1989. Tom’s education, experience and professional affiliations have fostered a practical and consultative approach to offering financial advice and planning.

Tom was inducted into the Equitable Advisors Hall of Fame and is recognized by Equitable Advisors as a Paramount Planning Group member of the Elite Advisor Group based on achieving a certain sales production level among all financial professionals within our organization.  He is also a member of Equitable Advisors Gold. 

EDUCATION |

• A 1987 graduate of Community College of the Air Force.
• A 1989 graduate of Utica College of Syracuse University, B.S.
• A 1999 graduate of Fairleigh Dickinson University, MBA
• In 2006 he received a certificate in Retirement Planning from Wharton at the University of Pennsylvania for attending a program developed in conjunction with Equitable Advisors on Retirement Planning.
• In 2012 he completed the advanced learning curriculum on Asset Allocation and Wealth Management Strategies hosted by the Faculty Club at Harvard University. 
• Tom is a veteran of the US Air Force having served 4 years as a Security Policeman.

PLACES TO VISIT

Crested Butte, CO- "The last great Colorado ski town". An incredible little town with a small town culture. Great for skiing and every summer activity and festival.

Normandy, France- We visited with our family in 2014. Absolutely incredible sites and history.

THINGS TO DO

Spending time with family and traveling. There are incredible places to see and visit. We should all try to have that experience.

QUOTE 

"Family is not an important thing, it's everything." 
​Michael J. Fox

FUN FACT

Have visited all 48 contiguous U.S. States.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate,  Equitable Life Insurance Company (NY,NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements.  To verify that an FP has earned and holds the title in good standing, contact  Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected].

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970