Everhart Advisors
Thomas Brex, CPA, has over 25 years of experience in tax planning, consulting, and compliance advice. Thomas joined Everhart Advisors in 2020 as the Director of Tax, where they oversee the firm's tax practice. Prior to that, they worked at BHM CPA Group from 2013 to 2020, where they specialized in serving closely held businesses and managing a domestic corporate tax compliance department. From 2001 to 2013, they served as Associate Director, Tax at SS&G. Thomas also worked at Cardinal Health as Manager, Federal Tax Compliance from 2000 to 2001. Thomas began their career at EY from 1994 to 1999, starting as a Tax Staff and advancing to Senior Tax.
Thomas Brex, CPA attended Wright State University from 1989 to 1994, where they earned a Bachelor of Science in Business. Their field of study was Accountancy. Prior to their college education, Thomas attended Springfield Catholic Central, although no specific degree or field of study is provided. Additionally, Thomas has obtained the Certified Public Accountant (CPA) certification; however, no further details are provided regarding the institution, month, or year of obtaining the certification.
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Everhart Advisors
Everhart Advisors is an independent retirement plan advisory firm, providing a comprehensive suite of services to enhance employer-sponsored retirement plans, including fiduciary compliance & liability protection, investment due diligence, participant education & advice, plan design, cost control, and fee transparency. As a fee-based Registered Investment Advisor (RIA), Everhart Advisors delivers objective advice without regard to vendor selection. For more information regarding the PLANSPONSOR award visit: https://everhartadvisors.com/retirementplanadviseroftheyear/ Everhart Advisors is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Everhart Advisors and its representatives are properly licensed or exempt from licensure. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Everhart Advisors does not endorse, authorize or sponsor third party content, services, products or information. As a registered investment advisory firm, we are restricted from posting any form of testimonial related to our investment advisory services. Thus, LinkedIn recommendations and endorsements must be disabled. Everhart Advisors does not provide tax or legal advice. Posted comments may not be those of Everhart Advisors. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. Everhart Advisors do not solicit investment advisory endorsements via wall comments or the “like” function.