Tommy Snyder, MBA
Financial Advisor
Helping Families Across Southwest Washington and Portland, Oregon Prepare for Retirement
Biography
Born and raised in Vancouver, Washington, Tommy Snyder is committed to helping individuals and families prepare for retirement with confidence. As a Financial Advisor at Harlow Wealth Management, he works closely with clients to develop personalized financial strategies that align with their long-term goals.
Tommy earned a Bachelor of Business Administration in Finance from Pacific Lutheran University, where he served as president of the Regents’ Investment Fund, a student- managed investment portfolio. He later earned his MBA from Binghamton University with a concentration in Leadership and Consulting.
Before entering the financial services industry, Tommy competed in collegiate and professional baseball, playing Division I baseball at Binghamton University and professionally with the Great Falls Voyagers and the Portland Pickles. The discipline and teamwork he developed through athletics continue to influence his approach to serving clients.
Tommy began his career at Harlow as an intern before advancing to Financial Advisor. He holds a Life and Disability Insurance License and has passed the Series 65, the NASAA Investment Advisers Law Examination. Tommy proudly serves clients throughout Vancouver, Portland, and the greater Pacific Northwest, helping them pursue financial clarity and confidence in retirement.
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Frequently Asked Questions
Is it worth hiring a financial advisor in retirement?
For many retirees, professional guidance can provide confidence and clarity. A financial advisor can help coordinate retirement income, investments, tax strategies, and long-term planning so your financial decisions support the retirement you envision.
Why work with a local retirement planner instead of a national firm?
Working with a local retirement planner means having someone who understands the unique financial considerations of living in Southwest Washington and the Portland metro area. You’ll also have the convenience of meeting in person whenever you need guidance.
Can you help with Roth conversions?
Yes. Roth conversion strategies can be an effective way to manage taxes in retirement for the right individuals. We’ll evaluate whether a Roth conversion aligns with your retirement income, tax situation, and long-term financial goals.
Can I work with a financial advisor in Vancouver, WA if I live in Portland, OR?
Absolutely. I work with clients throughout Vancouver, Portland, and the surrounding communities in both Washington and Oregon. Whether you prefer to meet in person or virtually, we’re here to help you plan for a confident retirement.
(360) 573-2522
Email Tommy Snyder
Vancouver, Washington
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