Tom personally enjoys addressing financial planning objectives and issues with his clients. He has also been invited to be a media contributor when discussing financial planning issues. He has authored numerous planning articles in various newspapers and co-authored a book titled, "Wealth Enhancement and Preservation."
It's All About Our People
Our highly-trained office professionals place an old-fashioned emphasis on personalized customer service. We work hard to see that our clients’ needs and accounts are serviced efficiently and confidentially keeping in mind that our clients are the most important aspect of our business.
Thomas A. Nestlehut
Adam J. Beierle
As a Financial Advisor, Adam meets with new and existing clients to plan for long-term goals through conversations about diversification, asset allocation and portfolio rebalancing. Adam is committed to servicing his clients to help them meet their financial goals.
Michael D. Kordas
As a Financial Advisor, Michael takes a holistic approach towards financial planning. His goal is to maximize the client experience by being deeply committed to client service. While offering customized income planning and asset allocation portfolios, Michael’s objective is to cultivate enduring relationships with clients to help them manage current success and plan for their future.