About

Thomas is a financial advisor based out of North Star’s Minneapolis headquarters. He combines a passion for helping others (especially during challenging and unpredictable circumstances) and a modern, technology-driven financial planning approach to help married couples, young professionals, and small business owners pursue lasting wealth and stability.

Hailing from Roseville, MN, Thomas was drawn to the financial services profession after the unexpected passing of his father when he was a child. Fortunately, his family had an existing relationship with a financial advisor of their own, who helped ensure they were taken care of during a time of financial uncertainty and grieving.

Using this experience, Thomas was empowered to be the same source of comfort, trust, and financial grounding for others, and as such, he pursued a degree in financial planning from the University of Minnesota Duluth in Duluth, MN. Shortly after graduation, he joined North Star, where he prioritizes understanding the needs and goals of his clients and helping them develop tailored financial planning strategies—all anchored by proactive communication and ongoing guidance.

Today, Thomas continues to reside in Roseville, MN. In his free time, he enjoys woodworking, hiking, golf, hockey, growing bonsai trees, and volunteering.

Services

Fee-based comprehensive financial planning

Financial planning provides ongoing guidance and organization across all areas of a client’s financial life, including retirement planning, tax-efficient strategies, insurance analysis, budgeting, investment coordination, and major life decisions. Rather than focusing only on one product or transaction, Thomas creates comprehensive strategies for each client, tailored to their goals and evolving needs.

Investments

Investments help clients grow wealth over time and work toward long-term financial goals such as retirement, major purchases, or leaving a legacy for future generations. Through diversified portfolios and disciplined planning, Thomas helps clients to build assets over time with respect to their risk tolerance and goals.

Risk management

Risk management is about safeguarding what clients have built and what they hope to achieve. Thomas focuses on protecting both existing and future assets as a core part of every wealth‑building strategy. As an independent advisor, he draws from a wide range of carriers and solutions to help ensure clients have the right protections in place for a resilient financial foundation.

Life insurance

Life insurance provides financial protection for a client’s family, business, or other financial obligations in the event of an unexpected passing. By helping clients apply for a policy and finding a carrier that suits their needs, Thomas can help their families replace lost income, pay off debts, fund children’s education, and cover estate expenses.

Disability insurance

Disability insurance helps protect a client’s income if they become unable to work due to illness or injury. Since one’s ability to earn income is often their greatest financial asset, Thomas helps his clients secure suitable disability insurance coverage that can provide monthly income replacement, helping them maintain their lifestyle and continue working toward their financial goals.