Tax & Financial Advisor
Tom is a Certified Public Accountant and Financial Advisor. He has owned and operated his Tax and Financial Advisory practice for the past 30 years. His client base has expanded from one client at inception to over one hundred clients at present. He holds the Series 6, 62, 63 and 65 Securities Licenses; and the Life, Accident, and Health Insurance License.
Tom is also the Founder and Executive Director of the Global Peace Building Foundation (GPBF), a non-profit corporation www.globalpeacebuilding.org.
Tom holds the Master of Arts degree in International Relations from the Fletcher School of Law and Diplomacy, Tufts University. He received his Bachelor of Arts degree in Political Science,cum laude, from Duquesne University.
Tom currently resides in Pittsburgh, Pennsylvania with his wife, Phyllis Etzel. Tom and Phyllis have three children, Kristen, Katie and Mark; a son-in-law, Aaron; daughters-in-law, Nikki and Katie; and grandsons, Elliott, Sullivan, Gilmore, Dashal, Hobson Thomas & Thatcher.
Mark is a Financial Advisor, and the son of Tom Etzel, the Principal of Etzel CPA. He joined the practice in late 2019 and has been working in the business with his Dad since then. He holds the Series 6, SIE, 63 and 65 Securities Licenses; and the Life, Accident, and Health Insurance License.
Mark is also Secretary on the Board of Directors for Global Peace Building Foundation (GPBF), a non-profit corporation www.globalpeacebuilding.org.
In his spare time, Mark enjoys playing the drums for various theater productions in the area. Mark currently resides in Pittsburgh, Pennsylvania with his wife, Katie and their pets, Lucy, Major, Neo and Noni.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.