Our Qualifications

Thomas C. Ammons, CPA/PFS, CLTC

President of Affinity Advantage Financial Solutions

Biography

 

Tom considers his number one priority to be helping individuals, pre-retirees, active seniors, businesses, and families pursue their financial goals.

A graduate of Pace University’s Financial Management program, Tom built his accounting and auditing foundation at PricewaterhouseCoopers (PWC). He became one of the youngest Audit Supervisors at PWC, managing complex audits for major corporations in the financial services industry.  Tom made his transition from public to private accounting by becoming the CFO of a client company, Murjani International, Ltd.  (holding company for Tommy Hilfiger).  While at Murjani, Tom was able to hone his personal financial planning skills by providing financial advice to the company’s executives.

His focus on Personal Financial Planning expanded when he left private industry and became Executive Vice President of Evergreen Group Benefits, where he specialized in helping companies offer innovative benefit solutions for executives and employees. In 1999, he formed Affinity Advantage Financial to provide coordinated professional services to corporations and individuals.

As an active member of his community, Tom is Past-President of his Monroe-Woodbury Rotary Club, where he manages the Annual Career Day at the local high school.  During the holidays, Tom participates as a Salvation Army bell-ringer. Tom has been recognized by the American Institute of CPAs as a volunteer who assisted families affected by the 9/11 tragedy.

 

Professional Credentials and Licenses:

- Certified Public Accountant

- Personal Financial Specialist 

- Certified in Long-Term Care and the New York State Partnership Plan

- Securities Licensed: Series 7 and 63 held with LPL Financial

- Life & Health Licenses

- Property & Casualty Licenses

- Certified in Medicare Advantage Programs

- Although Tom has many licenses and designations, he is most proud of his self-described designation – CNG for Certified Nice Guy.

 


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