Wealth Advisor
Bio
Thomas Reitzes, CFP®, NSSA®, Wealth Advisor, helps families and individuals achieve their financial goals by providing in-depth financial advice. Thomas works with clients to achieve their financial goals through holistic financial planning encompassing investment, insurance, estate, tax and education planning. His main focus is to help clients develop a strategy to feel confident in their financial lives.
Areas of Expertise
Retirement Forecasting
Education Planning
Taxation & Estate Planning
Disability Insurance
Community
- Julie Learning Center - Treasurer
- St. Joseph Crescent Springs - Finance Committee Member