I want to leave a legacy of helping others improve their lives. I want to be an extraordinary husband to my wife, father to my girls, CEO of my company, resource to my clients, and leader in my community and church.
I strongly believe in giving back and using your talents to do the things that you love. In 2013, I became the first head coach for the Christ the King Catholic High School swim team. This has been a personally rewarding experience, and I was thrilled when the CTK men's and women's team won the school's first state championships.
My wife, Karen, and I have three daughters. In my spare time, I enjoy swimming, hiking, and spending time with my family.
Credentials and Experience
- CERTIFIED FINANCIAL PLANNER® practitioner
- Chartered Financial Consultant® designation
- General Securities Registered Representative of Commonwealth Financial Network®
- Investment Adviser Representative of Commonwealth Financial Network
- Tom has taught financial planning classes for such institutions as UNC Charlotte, Wingate University, and many area businesses, nonprofits, and associations.
October 2013 – Selected as a member of the North Carolina Swimming Officials Committee
December 2011 – Elected as chairman of the Union County Chamber of Commerce board of directors
June 2010–2017 – Selected to the St. Mark Finance Council
December 2008 – North Carolina governor Beverly Perdue selects Thomas J. Donahue, CFP®, as one of 25 regional business leaders (Fortune 500 CEOs and others) to participate in an economic roundtable. The governor was seeking advice on ways to stimulate and improve the economy.
December 2007 – Elected to the Union County Chamber of Commerce board of directors and executive committee
June 2007–2010 – Named to the St. Mark building committee
June 2005–2009 – Elected to the St. Mark pastoral council, serving as chairman from 2007 to 2009
2008-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in August 2023 based on data gathered within 12 months preceding the issue date. 1677 advisors were considered, 105 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.