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.
An experienced CFP® instructor, Glenn Downing has been involved in teaching the certification curriculum since 2006. He attended Ken Zahn’s live review in November of 2005 and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2006. At Barry University since 2011, this is his fourth year of taking students through all seven modules of the Ken Zahn certification curriculum.
Glenn is a founder and principal of CameronDowning, a Registered Investment Adviser in Florida. In addition to his personal financial planning practice and CFP® instruction, he is a member of both the Financial Planning Association of Miami and the Estate Planning Council of Miami. He is the FPA Board Member responsible for membership, and is slated for the chapter presidency in 2016.
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. The signature project funded by surtax dollars to date is the completion of the Orange Line Airport extension of Metrorail.
Glenn grew up Connecticut, and received his MBA from UCONN in 1984 with a finance concentration. He has been working in the financial services industry since moving to Florida in 1997.
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