THOMAS DOLL - Key Persons
Barry became a partner of our affiliated firms in 1994. He dedicates his attention to helping clients simplify their financial lives and challenges, and make smart decisions with their money. He is also the editor of Doctor's Report, our monthly planning newsletter for the dental and medical community.
Prior to joining our affiliated firms, Barry served as a tax manager in one of the "Big Six" firms. He has co-authored numerous articles to help medical and dental professionals and other high-net-worth individuals grow and manage their wealth.
Barry holds a bachelor's degree from Brigham Young University. When he's not enjoying hiking and exploring in his "backyard" of Mount Diablo, Barry enjoys reading books on early U.S. history and (not surprisingly) investing.
I grew up in a small town where hard work meant more than status. I enjoy getting my hands dirty and helping others. While a lot of my work is not physically dirty, I love working hard for my clients to fix their most unpleasant challenges.
I love working at Thomas Doll and serving a wide range of financial challenges that doctors face. From taxes to financial planning, I want to help you get simple solutions that bring huge value.
I joined Thomas Doll to help dentists and physicians like you make good decisions over money matters - during your career and into retirement. To me, financial advice isn't just about the numbers. It's about your interests and your emotions, your people and your plans.
Let's work together to help build a financial plan so that you can reach financial freedom.
I'm a people person. At Thomas Doll, I get to work closely with small business owners, dentists and physicians daily, in a capacity that has real meaning in their lives. We use numbers to solve real-life challenges before they become real-life problems.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management. Helping others not only survive but flourish and live full, prosperous lives is her goal. Shannon enjoys co-creating custom financial plans with her clients' well-being at the center. Guiding them through a comprehensive wealth management process, she provides insights into cash flow, net worth, risk management, investments, and philanthropic goals.
Shannon earned a bachelor's degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She is also a Certified Financial Therapist-Level I™ Practitioner. She serves as Co-Chair for the Horizons Foundation's Professional Advisors Council and is a member of Dental Speaker Institute, and Dental Speakers Bureau.
Todd joined our firm in 2016, to provide financial planning and assist with our wealth management services.
Todd earned his bachelor's degree in Business Administration with a Concentration in Finance from the University of Washington. He worked for 14 years in the brokerage industry, where he learned the ins and outs of securities trading.
In 2012, Todd became a CFA charter holder. In 2018 he earned the CFP designation and is currently a Registered Investment Advisor.