Thomas S. Moore, Jr., CPA
President | Shareholder
A co-founder of Broadview Financial Advisors, Tom Moore is a Registered Investment Advisor and CPA with extensive personal and corporate planning experience with owners of privately-held companies.
He is a General Securities Representative and holds FINRA Series 7 and 66 licenses.
He received a Bachelor of Science degree in Accounting from the University of Kentucky in 1983 and has continued his professional education by taking both technical and management courses in his areas of expertise.
Before co-founding Broadview Financial Advisors, he was Chief Financial Officer of a geotechnical specialty construction company doing business in the Continental U.S. & Central America. Before that he spent 27 years in public accounting, the last 14 years as a partner & Vice President at a regional accounting firm. His clients were privately held businesses, foreign owned companies, and high net worth individuals.
Contact Information
Office: 513.297.4007
Mobile: 859.801.8718
tmoore@broadviewfa.com
Professional & Civic Affiliations (Present & Former)
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Leadership Northern Kentucky Class of 2006
Northern Kentucky University Go Norse Fund - Board Member
United Way of Greater Cincinnati – Board of Directors, Action Council (Past Chair), Impact Cabinet
Board of Education at Immaculate Heart of Mary Elementary School (Past Chair)
Drew VonLehman
Financial Advisor | Shareholder
A co-founder of Broadview Financial Advisors, Drew VonLehman specializes in comprehensive financial planning with a focus on working with those in or near retirement, families of divorce, and high income professionals. His areas of expertise encompass investment management, retirement planning, estate planning, and insurance services with the goal of helping clients analyze their financial situation and map out their financial and personal goals.
He received a Bachelor of Science degree in Accounting from Thomas More College and holds FINRA Series 7 and 66 licenses.
Before co-founding Broadview Financial Advisors, Drew was a Financial Advisor with the regional financial planning firm, Focus on Success. Previously, he worked for a regional CPA firm for eight years specializing in individual and corporate taxation.
Drew is actively involved in the community having previously served as Treasurer of the Faith Community Pharmacy, Founder of the Faith Community Junior Board, and Treasurer of CASA of Kenton County, Inc. He and his wife, Cathy, reside in Edgewood, Kentucky, with their four children, Andrew, Claire, Audrey and Olivia.
Philosophy – “As a financial planner, I’ve seen how important it is for clients to understand their own financial DNA. I believe that each and every client has a unique financial blueprint that guides them in their financial decisions. Our job is to discover what makes them tick financially and then design a plan that fits their needs.”
Contact Information
Office: 513.297.4007
Mobile: 859.468.8275
dvonlehman@broadviewfa.com
Our Valmark Team
Through our relationship with the Valmark Companies, we have access to an experienced support team, with credentials spanning multiple financial disciplines – from legal, accounting, tax and financial advisory expertise to life insurance, retirement planning and securities. This team of over 100 professionals serves as our back office support staff. A sample representation of the team includes:
Chris Finefrock,
MBA, CFP®
Michael McClary,
MBA
Tyler D. Denholm,
CFA®
Judson Forner,
CFP®, CRPC®
Caleb Nitz,
CFP®
Chris Bottaro,
MBA
Eric Johnson
Michael Noss,
FALU
Marie J. Mahoney-
Krings
Michael Michlitsch,
MBA, CRPC®
AN UNDERWRITING ADVOCACY TEAM with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.
PRODUCT / PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including a team of attorneys, accountants, MBAs, Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended product sets.
AN INFORMATION TECHNOLOGY DIVISION that is fully integrated with some of the industry’s top providers such as Schwab Institutional, TD Ameritrade and Pershing.
Our Strategic Alliances
Through our independent relationships with the Valmark Companies, Schwab Institutional, Pershing, and others, Broadview has access to some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, you have the opportunity to receive the best of both worlds – institutional quality and selection with boutique-level service and advocacy.
Broadview Financial Advisors is a Member Firm of the Valmark Companies, an elite, 52-year-old, invitation-only consortium of independent wealth advisory firms. Valmark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among Valmark's professionals are experts in investment analysis and portfolio management, life insurance and other protection products, medical underwriting, qualified and non-qualified plans, product due diligence and regulatory compliance.
As a Valmark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver analysis and recommendations when helping our clients strategically plan their financial futures.
As a collective group, Valmark Member Firms have an estimated $40 billion of life insurance in force and over $12 billion of assets under management. This combined buying power gives us access to some of the nation’s best companies and products and allows us to negotiate the favorable arrangements on behalf of our clients.
Valmark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently-owned Member Firms throughout the United States. Its affiliate, Valmark Advisers, Inc., is a Registered Investment Advisor with the SEC.
Broadview uses several of the industry’s most reputable custodians for administering your investment accounts. Their global resources and technology enable us to provide you with comprehensive tools and accurate, consolidated reporting of your assets and transactions with us. This password-protected information can be accessed with the click of a Log-In button on our website.
Are you ready to get started? Contact us today!
Broadview Financial Advisors, Inc.
Phone: 513.297.4007
Global: 888.240.4546
Fax: 513.407.3614
Email: info@broadviewfa.com
Address
250 Grandview Drive
Suite 475
Fort Mitchell, KY 41017
513.297.4007
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Akron, Ohio 44333-2431 1-800-765-5201 Broadview Financial Advisors, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.