About Me
I have lived in Wisconsin my entire life. My family and I currently live in Jefferson County. My wife, Kathy, and I have been married since 1995 and we have 6 children. We enjoy many outdoor activities, and I really enjoy projects around the property we own.
Before I entered the financial services industry, I served my community as a Police Officer. I am a U.S. Army veteran, and I also served my country as a contractor in Afghanistan, working with various U.S. military units. I have earned the Life Underwriting Training Council Fellow (LUTCF) and Certification of Long-Term Care (CLTC) designations. I also have my Series 6 & 63 securities registrations. I am a member of The Million Dollar Roundtable (MDRT); the premier association of financial professionals.
I am here to help you work toward financial independence; navigate all that life throws us and plan for the unexpected. Open and honest communication has been the cornerstone of my foundation of success.
Let's get to work!
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My Mission
At Thomas Financial Services, our mission is to help families chart a confident course toward financial security—across every season of life and for generations to come. Like a trusted navigator, we guide our clients through comprehensive, risk-aware planning that integrates insurance, investments, and estate strategies with clarity and compassion.
We believe that no one plans to fail financially—most simply fail to plan. That’s why we meet each client where they are, listen deeply to their goals, and build tailored strategies that reflect their values, priorities, and dreams. Whether you’re just starting your journey or refining an existing plan, we’re here to bring structure, peace of mind, and a steady hand through life’s changes.
With disciplined planning, thoughtful protection, and a commitment to long-term partnership, we help you move from uncertainty to confidence—so you can focus on what matters most: living well, caring for loved ones, and leaving a meaningful legacy.
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Primary Medicare Providers
We work with a wide range of trusted Medicare carriers to help you find the coverage that fits your needs. Whether you're looking for Medicare Advantage, Medicare Supplement, or Part D prescription plans, we make it easy to compare options and choose a plan that aligns with your health goals and budget.
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