Thomas Lillie, CPA, CFP/PFS

Lewis & Knopf, PC – Flint, MI
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810-238-4617

As a principal at Lewis & Knopf, PC, Tom enjoys working with clients who are interested in
growing their business and personal wealth. Tom helps clients to first establish goals,
objectives and risk tolerances, and then assists them with planning and proper
implementation. Tom works with clients in a variety of industries including: construction, real
estate, retail, wholesale and professional service. He graduated from Central Michigan University with a BS
degree in Accounting in 1974. He is a member of the AICPA, Michigan Association of CPAs, Flint Association of
Insurance Advisors and Leave a Legacy. In addition to his assurance and tax planning capabilities, Tom heads up
the firm’s Financial Planning Division. Tom maintains very active involvement in the accounting industry for a
variety of reasons – specifically so he can have a positive impact on the trade. He has served as past chairman of
the State and Local Tax Committee; subcommittee chairman of the Single Business Tax Committee, Fee and
Compensation Committee; and served as editor of the State and Local Tax Clinic for the Michigan CPA. Tom
also has served as vice-chairman, treasurer and secretary of the Eastern Chapter of the Michigan Association of
Certified Public Accountants. Tom has held all of the offices of the Flint Estate Planning Council, including
Chairman. Tom has been a delegate to the White House Conference on Small Business. He has also served as
a speaker on Michigan taxes at the State Tax Forum. Tom also focuses on helping the greater Michigan
community to improve financial planning and tax planning skills. He has presented financial planning workshops
at the University of Michigan-Flint; held seminars on understanding taxes and liabilities and financial management
for non-financial managers; and presented for the Imlay City Chamber of Commerce on business planning.