I’ve been blessed to have achieved a great deal of success in my life. I am a US Air Force veteran, studied Business at Wayne State and have an MBA from the University of Dallas. I’ve been in the banking & financial services industry for over 35 years serving in a variety of roles: I was Senior Executive of a large National bank for 10 years; then left to start my own financial consulting company. I was fortunate to retire early & move to Mexico to enjoy retirement. Unfortunately, my wife was diagnosed & succumbed to cancer a few years into our dream life, and simultaneously, I took on the role of caregiver for my father with end-stage Parkinson’s.  

I have now spent the last 10 years helping people prepare for and have a successful retirement, including both financial matters as well as guidance during unplanned life events. I enjoy giving back and sharing my life experience, especially with caregivers and those who have lost a loved one. I am the author of 5 Financial Workbooks and one Memoir, all available on amazon.com.

Our tailored strategies provide expert guidance and care from start to finish, helping you meet your financial goals at every milestone.

*Thomas Stephens is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Thomas is no way related to Cetera Advisor Networks LLC or its registered representatives.