Tom Hepner

Personal consultant for business and finance.

Fernandina Beach, Florida, United States

About

Experience

  • Business Strategy Analyst at Hepner consultancy
    Jan 2024 - Present · 2 yrs 6 mos

  • Managing Director at Antonetti Capital Management LLC
    Aug 2021 - Jun 2024 · 2 yrs 11 mos

  • President and Investment Advisor at Harbor Wealth Management
    Nov 2009 - Jul 2021 · 11 yrs 9 mos

    Harbor Financial Advisors, LLC dba Harbor Wealth Management is an independent Registered Investment Advisor. I am a principal and investment advisor representative. Our strategy is to generate income/return via allocated/diversified portfolios of equities and ETFs (bonds and equities). We use covered call options to add income and lower investment cost basis. We serve muti-generational clients across the country.

  • Senior Investment Advisor at Ruggie Wealth Management
    Jun 2007 - Oct 2010 · 3 yrs 5 mos

    client account management, investment research, investment recommendations, investment committee

  • Director at Centennial Education Solutions
    Jan 2006 - Mar 2008 · 2 yrs 3 mos

    CEO with responsibility all firm activities.