Tomi A. Germar

Wealth Management

Tomi Germar joined Causey in 2007 and became the client services manager for the wealth management department in 2016. Her experience includes the development of investment plans, the supervision of reporting practices, and the integration of income tax planning with client investment goals. Tomi also serves as the primary point of contact for all wealth management clients to help ensure all of their financial needs are fulfilled. Tomi graduated from Coastal Carolina University with a B.A. in Business Administration and an emphasis in Accounting.

Tomi loves living in Colorado. She enjoys hiking up mountain trails in the summer and skiing down them in the winter. She and her husband also enjoy visiting National Parks and try to take at least one international trip per year (or two, or three, depending on her powers of persuasion).