Tom Langmo, CPA, CFP®

Tom serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Prior to joining Creative Planning, Tom was a practicing CPA at a large independent investment advisory firm. Having come from an agricultural background, Tom understands and appreciates the importance of long-term financial planning and wealth management.

Tom earned a Bachelor of Science degree in accounting as well as a Master of Professional Accountancy degree from Montana State University in Bozeman. He is a licensed Certified Public Accountant in Montana. Tom is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Outside of work, Tom is an avid woodworker and outdoorsman who enjoys taking in everything Montana has to offer.