Thomas became a financial advisor in the La Crosse area in 2014. Thomas mainly works out of the staffed La Crosse office, though he also meets clients at his Winona office. He also has a partnership with GECU, working at an office there on Thursdays. In addition to managing client portfolios, he also helps small businesses and individuals pursue their financial goals through fee-based independent advice.

He obtained his Accredited Wealth Management Advisor (AWMA®) designation through the College for Financial Planning, as well as completing Series 7 and Series 66 registrations held through LPL Financial. Additionally, he holds Life, Accident and Health Insurance Licensing in multiple states.

Tom strives to continuously provide the highest level of service, seeking to learn about his clients’ desired lifestyles, long-term goals and retirement needs. This in-depth understanding of his clients enables him to recommend and implement custom-tailored investment and wealth management strategies.