OWL PRIVATE WEALTH ADVISORS - Key Persons
After nearly 10 years with the big firms, I established THOMAS Comprehensive Financial Consulting (THOMAS CFC) in April 2009 because I wanted to create customized and comprehensive solutions for my clients. For over 10 years, I successfully managed THOMAS CFC as both Principal and Financial Advisor. In January 2020, myself and Jeff Smith formed OWL Private Wealth Advisors to create a firm with greater emphasis on leading technology and client-focused goals-based planning.
I am a Managing Partner and Private Wealth Advisor with OWL Private Wealth Advisors and have 20+ years of experience in the financial services industry.
I am a Private Wealth Advisor with OWL Private Wealth Advisors and have spent over 12 years as an advisor in the Metro Detroit area, initially going door to door meeting clients with Edward Jones Investments in Plymouth.
I graduated with a Bachelor of Business and Human Resource Management from Western Michigan University. With my background in the hospitality industry, I am focused on creating an exceptional client experience by employing a goals-based process unique to each client. As a child of working-class Detroiters, I recognizes the importance of ensuring clients find value in working with a professional advisor and have a clear understanding of their costs.
In my spare time, I am active in service to my community with such charities as Crossroads of Michigan and Lutheran World Relief. I have a love of fitness, both practicing and teaching Gracie Brazilian Jiu Jitsu and Boot Camp Kickboxing. I live in Berkley with my wife Randi and our two sons Liam and Sawyer.
I am a Private Wealth Advisor with OWL Private Wealth Advisors and have spent over 12 years as advisor in the Metro Detroit area, initially going door to door meeting clients with Edward Jones Investments in Plymouth.
I am Wolf's Dad and Karen's husband. Professionally, I am a Managing Partner and Private Wealth Advisor, with more than 22 years of expertise in financial and wealth planning.
Job Titles:
- Wealth Management / Vice President - Investments
Job Titles:
- Private Wealth Associate - Office Manager
I joined OWL Private Wealth Advisors in 2023 as a Private Wealth Associate and will be assisting new clients with onboarding to as they transition into the practice while providing existing clients with support and additional...