Summary of Experience and Education:

Thomas C. Schwab is a CERTIFIED FINANCIAL PLANNER^TM professional and the founding member/manager of T.C. Schwab Financial Planning, LLC, an hourly fee-only Financial Planning and Registered Investment Advisory firm located in Santa Fe, NM.

Memberships and Affiliations:
Financial Planning Association and local New Mexico Chapter of the Financial Planning Association
www.fpanet.org/

Santa Fe Estate Planning Council Board of Directors
www.sfestateplanning.com/

Santa Fe Community College GROW Foundation Board of Directors
www.sfcc.edu/GROW_Foundation/board

Santa Fe Community College GROW Foundation Finance Committee
www.sfcc.edu/GROW_Foundation

International Academy of Collaborative Professionals
www.collaborativepractice.com/

New Mexico Collaborative Practice Group, Inc.
www.nmcollaborativedivorce.org/

Santa Fe Collaborative Practice Group

Santa Fe Alliance
www.santafealliance.com/

Santa Fe Chamber of Commerce
www.santafechamber.com/

Major Sponsor Eldorado Arts & Crafts Association
(Eldorado Art Studio Tour)
www.eldoradoarts.org

Summary of Experience and Education:

• Registered Investment Adviser, State of New Mexico
• Experienced financial consultant since 2001.
• Completed the Boston University Certificate Program in Financial Planning in 2004.
• Received Certified Financial Planner (CFP^®) designation from the Certified Financial Planner Board of Standards, Inc after satisfying the CFP^® Board of Standard's requirements for Education, Examination, Experience, and Ethics.
• Tax return preparation during the 2002-2005 tax seasons. Prepared taxes for a private CPA firm in Santa Fe during the 2006 and 2007 tax seasons.
• 15 year successful business career including extensive management experience.
• Doctorate in Psychology (PsyD), University of Denver. Provided psychological services in numerous settings including Harvard Medical School affiliates and The National Jewish Hospital & National Asthma Center in Denver, CO.
• Bachelor of Science Degree, summa cum laude, Phi Beta Kappa, Tufts University in Medford, MA