Tom Posey, JD, CFP®, AAMS®
When he practiced law, Tom Posey often found himself arguing with an attorney on the other side of the table. In the slightly less adversarial arena of financial planning, Tom continues to fight for his clients with the same passion and conviction, just without an opponent. Now there’s only the benefit of seeing his clients and their families grow and achieve their most important financial goals.
Today, as a wealth advisor in Buckingham’s Houston office, Tom helps clients create and implement a holistic financial plan engineered for their specific financial situation. He works with a team of other financial professionals to monitor, update and execute wealth management strategies in pursuit of his clients’ wealth transfer, retirement and tax objectives.
Tom came to Buckingham Strategic Wealth through the firm’s 2015 merger with Houston-based Posey Capital. Before co-founding Posey Capital with his wife, Šárka, in 2002, Tom practiced law for 10 years, first with a corporate law firm in Newport Beach, Calif., and then with Hutcheson & Grundy LLP, a regional business law firm in Houston. His legal career focused on corporate law, contracts, tax and mergers and acquisitions.
Formerly a faculty member at Rice University’s School of Continuing Studies, Tom has taught in the school’s Certified Financial Planner certification education program, instructing students on topics that included retirement planning, estate planning, education funding, insurance, tax and investments. He also has lectured at the University of Houston Law Center on trusts, estate planning and asset protection.
Directly out of college, and prior to attending law school, Tom worked for the Gearench Tools division of Orbix Corporation, an international oil field equipment manufacturer. He started in the company’s machine shop in 1979, but eventually worked his way up to chief financial officer. His responsibilities in that role included tax and accounting oversight for the company.
During his time at Gearench, Tom was assigned to run a struggling subsidiary, successfully negotiating the sale of that company in 1984 before returning to Orbix as the manager of business development, where he analyzed and negotiated the purchase of product lines for the company’s subsidiaries.
Tom earned bachelor’s degrees in business and psychology from Trinity University in San Antonio, Texas, in 1979. He received his law degree from the University of Texas School of Law in 1992. During law school, Tom was on the national Moot Court team and participated in a number of advocacy competitions.
Tom also holds the CERTIFIED FINANCIAL PLANNERTM and Accredited Asset Management Specialist professional designations.
Outside of work, Tom is involved with Business Executives for National Security (BENS), a nonprofit that supports the U.S. government by applying best business practice solutions to its most difficult national security problems. Tom has served on the BENS Cyber-Awareness Task Force, where he has worked to raise awareness of the risks to U.S. industry from computer hacking and intellectual property theft. In addition, Tom served with a BENS group that assisted the U.S. Special Operations Command (SOCOM) in identifying illegitimate business structures in its efforts to stop cash flows to terrorists.
Also through BENS, Tom has had the opportunity to visit various military bases and facilities. After his experience in the U.S. Navy’s Leaders to Sea program – in which he was flown onto an aircraft carrier in an arrested landing, spent the night and was catapulted off the next day – Tom launched his separate “GoNavy” website to honor and support the Navy.
A Houston native, Tom and his wife have two children, ages 3 and 8. He enjoys reading, mainly history.