About Me
With deep roots in Wisconsin, serving individuals and families in Jefferson County and the surrounding communities is more than a profession – it’s a commitment. Family plays a central role, with a marriage of over 25 years and six children shaping a strong appreciation for what it means to plan, protect, and prepare for the future.
That same commitment to service extends beyond the home. A background as a Police Officer, U.S. Army veteran, and contractor supporting military units overseas reflects a lifelong dedication to protecting and serving others – values that continue to guide every client relationship today.
Clients can expect a thoughtful, disciplined approach backed by professional experience and ongoing education, including LUTCF and CLTC designations, securities registrations (Series 6 & 63), and membership in the Million Dollar Round Table (MDRT), an association representing the top financial professionals worldwide.
The focus is simple: helping you move toward financial independence, navigate life’s uncertainties, and feel confident in the plan you have in place. Through open, honest communication and a clear understanding of your goals, the goal is to build a strategy that supports what matters most to you, today and in the years ahead.
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Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
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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