Director of Client Services at Causey Wealth.
Tomi Germar
Director of Client Services
Tomi Germar joined our Wealth Management practice in 2007 and was promoted to Client Services Manager in 2016. In 2024, she advanced to her current role as Director of Client Services.
Tomi serves as the primary point of contact for all Wealth Management clients. She works closely with clients, financial services companies, CPAs, and attorneys to ensure client accounts are aligned with liquidity needs, tax considerations, and long-term planning objectives. Her expertise includes portfolio performance reporting, tax planning, and relationship management.
Tomi earned a Bachelor of Arts in Business Administration with an emphasis in Accounting from Coastal Carolina University.
Want to learn more about who we are and how we work with clients?
Our team brings decades of experience and a deeply collaborative approach to helping individuals and families navigate complex financial decisions.
To request a discovery call with one of our Principals or Directors:
(303) 672-9876
info@causeywealth.com