Tom Wells

My name is Thomas Wells – a Certified Financial Fiduciary® - & I have been in the financial industry since 2010.  I have been married to my wife, Tami, since 2003 – and have 2 wonderful kids (20-year-old daughter in culinary school and 17-year-old son, a senior in high school) and 3 dogs. My biggest desire is to help families understand how money works - focusing on an educational first approach.  I have been teaching classes on Social Security for many years and really enjoy helping my clients develop a bullet-proof income plan for their retirement, free from market volatility.  Too many advisors simply push products - I focus on building an objectives-based plan held to the highest fiduciary standard. If you’d like to build a new financial plan, review your current one, or simply get a second opinion, I invite you to take advantage of two complimentary meetings. During these sessions, we’ll review your plan from a fiduciary perspective and provide objective, personalized recommendations to help you succeed.