When mountaineers climb Everest they hire native Nepalese guides called Sherpas. These guys are experts at getting their clients to the summit of Everest. They lay ladders over crevices, fix bolted ropes into the mountain, build the path far in advance, carry oxygen for others, watch the weather forecasts, etc. That’s what I do for my clients’ finances - financial sherpa is an allegory to what I do.

If you are here, your financial summit is somewhere else. I take care of everything in between. I trail-blaze a customized way to the top, adjust it and guide my clients through it. I build evolving financial plans for my clients who want an expert to put a comprehensive wrapper around their financial complexion with state of the art software, AI, proven algorithms and more - backed by the resources of a non-publicly traded, customer-owned, Fortune 500 company in MassMutual.

My clients come from all walks of life and all ages/income levels. Everyone has a relationship with money - whether you like it or not, it’s a fact of life and you might as well embrace it. A financial plan gives my clients the best chance to secure financial freedom. I am a lifetime resource to those I work with.

My financial planning work includes: helping people save money, investing for you, building investment portfolios, investment-grade life insurance, 529 plans, college funding strategies, personal wealth accumulation, capital management, making sure you have enough money to retire comfortably without fears of running out of money; sending your kids to college; protecting your finances from injury, illness and death; generating wealth; leaving your loved ones financially secure after you're gone; selling your business on your own terms, and getting what you deserve from a business sale, and much more.

I specialize in comprehensive financial planning for individuals, families, businesses and business owners. Backed by an accomplished financial team, I not only offer guidance to help my clients reach their financial goals, I put it into action and adapt to keep them on track.

Thomas utilizes behavior analysis with his clients to understand how to help them achieve their goals and uncover their full financial potential. He is an advocate for financial literacy, and encourages his clients to learn as much as they can to empower themselves financially. He works with clients in the automotive industry, medical industry, families, individuals and business owners. He also enjoys the intricacies of advanced financial planning for businesses.

Thomas is a project guy and on the weekends you can find him completing a project of some kind, and spending time with his wife and dogs. His other passions include helping animals of all kinds, especially dogs and the rescue organizations that work so hard to give them a good life. He and his wife have two dogs, a pit bull and a coonhound. Other passions of Thomas' include traveling around the world wherever an extraordinary experience can be found. He travels regularly to Europe and Prauge where his wife is from.

Thomas studied abroad in Moscow. He played football as a receiver and kick returner, and played on the baseball team as a shortstop. He is a member of Sigma Chi Fraternity.

He is also an avid Packer fan and spent part of his childhood and early adult years living in Wisconsin. 

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 1050 Crowne Point Pkwy Atlanta, GA 30338

I am licensed to sell insurance in Texas, Arkansas, South Carolina, Georgia and Wisconsin.