Cleveland, Ohio - (September 2025) – Return on Life Wealth Partners, an independent registered investment advisor (RIA) firm, is pleased to announce that Tom Reynolds, CPA, EA, MBA, has joined the firm as Tax Services Manager. In this role, Tom will work closely with the firm’s wealth advisors to support comprehensive tax planning and analysis for high-net-worth families and business owner clients. His addition underscores the firm’s focus on delivering personalized and integrated wealth management services.
“We are excited to welcome Tom to our team,” said Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, President and Founder of the firm. “His background as a CPA and Enrolled Agent enhances our ability to address the complex tax needs of our clients as part of their overall wealth management strategy and strengthens the support we provide to clients as they work toward their desired Return on Life®,” added Fantozzi.
Prior to joining Return on Life Wealth Partners, Tom owned and operated T. Reynolds Tax & Accounting Services, where he provided tax preparation and consulting services to individuals and businesses. He also held significant leadership roles in higher education, including College Treasurer, Vice President & Interim Chief Financial Officer at Lakeland Community College, and Director of Budgeting at both Lakeland Community College and Cuyahoga Community College. In addition, he held municipal leadership positions, including City Administrator & Clerk/Treasurer for the City of Algoma, Wisconsin, and Village Administrator for the Village of Cardington, Ohio, demonstrating his broad experience in financial and organizational management.
Tom’s instructional experience includes serving as a Lecturer II at Baldwin Wallace University, where he taught Government and Not-For-Profit Accounting, and as an Adjunct Faculty member at Cuyahoga Community College, where he taught Individual Income Taxation, Business Taxation, and First Year Experience courses.
He holds a Master of Business Administration from Mount Vernon Nazarene University, a Master of Public Administration from The University of Akron, and a Bachelor of Science from The University of Akron.
About Return on Life Wealth Partners
Return on Life Wealth Partners is an independent Registered Investment Advisor (RIA) founded in 1994 with headquarters in Cleveland, Ohio. The team provides comprehensive wealth planning services to individuals, families, and business owners. By examining clients’ lives before their money, Return on Life® aligns its advice with clients’ values and aims to help clients achieve the milestones that matter most to them. This personalized approach also extends to the institutional and corporate retirement plan services available through 401(k) Prosperity.® For additional information, visit us at ReturnOnLifeWealth.com.
Important Information
Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-registered investment adviser.
For additional information about the firm and our services, see our Disclosure Brochure (Form ADV Part 2) and Customer Relationship Summary (Form CRS, Part 3).
