Faculty Bio

James Tomik

James Tomik is a Senior Financial Advisor with JTomik Investment Planning Group and Summit Brokerage Services, Inc. in Tampa, Florida where he specializes in goals-based investment planning and managing fixed income portfolios. Jim’s client base stretches from New York to California with a healthier concentration of clients in his home state of Florida.

Prior to opening his own firm in 2008, Jim spent 16 years with J.B. Hanauer & Company (now a division of RBC), where he served first as a bond broker, then as coordinator of mutual funds and variable annuities. After taking Ken Zahn’s CFP review class and obtaining his CFP® designation, he was promoted to Vice President/Special Products Coordinator where he assisted brokers in the firm’s Tampa, West Palm Beach, and Philadelphia offices in providing comprehensive wealth management services to their clients.

Jim is a graduate of the University of South Florida with a BS in Marketing and Finance.

jtomik@summitbrokerage.com
 
www.investorplan.com

Glenn Downing

Originally a Connecticut Yankee, Glenn J. Downing received his MBA from the University of Connecticut in 1984 with a finance concentration, and has been working in the financial services industry since moving to Florida in 1997. He attended Ken Zahn’s live review in November of 2005 and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2006.

Glenn is associated with the National Life Group in Coral Gables. He holds FINRA Series 7, 63, and 24 registrations, as well as licenses to sell life and health insurances and variable annuities.

In addition to his personal financial planning practice, Glenn has been an instructor of the CFP® curriculum since 2006, and began teaching the Ken Zahn curriculum at Barry in 2011.

In February of 2010 Glenn was honored by being invited to become a Board member of the Miami-Dade Citizens’ Independent Transportation Trust. This is the trust which was established by legislation in 2002 when Miami-Dade voters increased their sales tax by ½ penny to fund transportation infrastructure improvements, and which oversees all disbursements from that revenue.

Active in the Miami-Dade chapter of the Financial Planning Association, Glenn is the current Board Member responsible for membership.

Glenn J. Downing is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 13450 W Sunrise Boulevard, Sunrise, FL 33323 (954) 615-1980, a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, VT. National Life Group® is a trade name of NLIC and its affiliates. All other entities referenced are independent of NLIC and its affiliates.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. TC70964(1012)P

Patricia White Kearney

Patricia White Kearney has been working in the Financial Services industry since 2002 and has experience in Financial Planning, Client Portfolio Management, and Life, Disability and Long Term Care Insurance. She attended the Zahn Live Review in November 2009 with Ken Zahn and received her CFP Designation in 2010. She holds Series 7 and 66 securities licenses and a Life, Health and Variable Annuities Insurance License in Florida and Colorado. Patricia formerly owned a Registered Investment Advisory firm serving high net worth clients. She has also worked for Northwestern Mutual as a Financial Representative providing asset and income protection to business owners and their families.

Patricia is an active member of Executive Women of the Palm Beaches and Leadership Palm Beach County. She has served as a board member in both organizations. Patricia is also a member of the Forum Club of the Palm Beaches and the Gold Coast Chapter of the Financial Planning Association.

Patricia is married and resides in Palm Beach Gardens, Florida. In her spare time, she enjoys ballroom dancing and traveling

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