WARREN – Tolmiros Financial Designs reported double-digit net revenue growth in 2024, according to Jonathan Lapine, partner and CEO.
In personnel moves, the firm hired Danielle Fraelich as client experience specialist last year.
Sixty percent of the staff furthered its education by pursuing a master’s degree or professional designation in 2024. Cade Krepps received a certified financial planner credential.
Tolmiros recognizes that a growing number of business owners are entering the phase of life where they need to understand how to transition and unlock the wealth within their business. Several of the designations the firm’s staff pursued are specifically designed to support the business owner community.
Lapine passed the certified valuations analyst exam last year, while partner Ryan Glinn obtained his certified exit planning adviser designation.
The investment firm offers tax planning for businesses, succession planning, executive incentive plans, retirement optimization, estate planning and charitable giving strategies, tax-smart investing and credentialed planners for employees.