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Client portal

Michael Thomas

Mike assists clients in making prudent investment decisions and recommends financial solutions to maximize and preserve their wealth.

An effective listener, Mike assists individuals and families in the creation and implementation of a focused strategy to attain their goals. After the implementation of their plans, he has structured meetings with his clients to ensure their objectives are being met.

A master hardscaper, Mike enjoys assisting his wife, a master gardener. Other hobbies include bicycling, fishing, ballroom dancing and being a grandparent.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

  • CFP®
  • Certified Life Underwriter
  • Member – Cedar Rapids Estate Planning Council
  • Member – Cedar Rapid Financial Planning Association
  • Board member – Deerfield Association Covenant Dispute

EDUCATION

  • American College – Certified Life Underwriter
  • Iowa Central Community College – Carpentry certification
See Michael’s Office
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