Trusted Arizona Financial Advisor: (480) 305-2038 Client Center

Our Company

Meet Your Team

Here at Thompson Wealth Management, we believe you deserve the financial freedom and peace of mind to focus on the things in life more important than money. Our goal is simple: to provide you with the best opportunity to achieve your financial goals.

Neal Thompson, AIF®, CEPA®

CEO & Advisor

Neal Thompson, AIF®, CEPA® is the founder of Thompson Wealth Management, where he leads with over a decade of experience in financial and retirement planning. As a trusted guide to his clients, Neal oversees client relationships, drives business growth, and sets the strategic vision for the firm.

Since 2009, Neal has established himself as a top retirement planning professional, particularly within the federal employee community. He has conducted numerous workshops focused on FERS and CSRS retirement systems, empowering federal employees with the tools and knowledge to make confident, informed financial decisions.

In addition to his specialization with federal employees, Neal holds the Accredited Investment Fiduciary (AIF®) and Certified Exit Planning Advisor (CEPA®) designations, allowing him to provide advanced fiduciary guidance and comprehensive exit planning services. He also works with clients across various industries, including healthcare, technology, and education, offering tailored financial solutions to meet each client’s unique needs.

Tiffany Moerke

Chief Operating Officer

Tiffany Moerke is the Chief Operating Officer at Thompson Wealth Management. Since joining the team in 2019, she has been a key leader in the firm, playing an instrumental role in enhancing the client experience and efficiently managing the firm’s daily operations. Tiffany leads the team with a focus on operational excellence, ensuring that all processes run smoothly and that the highest standards of service are maintained.

Tiffany holds a Bachelor’s degree from the University of Houston and is licensed in FINRA Series 65 & 6, as well as Life and Health Insurance and Property & Casualty Insurance. Her commitment to ongoing education and professional development reflects her dedication to maintaining a high level of expertise in her work.

Outside of work, Tiffany enjoys attending live music events, engaging in outdoor activities, and weight lifting.

Austin Seifert, CFP®, CPWA®, RMA®

Wealth Advisor

Austin Seifert is a dedicated Wealth Advisor at Thompson Wealth Management, where he leverages over five years of advisory experience to guide clients through their financial journeys. As a Certified Financial Planner® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®), Austin specializes in creating comprehensive financial plans tailored to help clients achieve their financial goals.

Austin is committed to the highest fiduciary standard, ensuring that every recommendation he makes is in the best interest of his clients. His academic background includes professional degrees in Financial Planning from Boston University and Wealth Management Theory & Practice from Yale School of Management.

Before his financial career, Austin excelled as a collegiate athlete at a Division 1 college, earning his undergraduate degree in Pre-Med Health and Exercise Science. Outside of work, Austin values spending quality time with his family.

Megan Kiss

Relationship Manager

As the Relationship Manager at Thompson Wealth Management, Megan brings a passion for wealth management and a commitment to delivering exceptional client experiences. She started with the TWM team in 2021 and attended Grand Canyon University, where she earned her degree in finance.

In her role, Megan is dedicated to assisting clients and prospects, ensuring their needs are thoroughly understood and met. Her deep understanding of financial concepts, combined with her client-focused approach, allows her to provide invaluable support to the TWM team.

Megan’s enthusiasm for finance, unwavering dedication to client satisfaction, and pursuit of excellence make her an integral part of Thompson Wealth Management’s success.

Tate Kopulos

Client Services Associate

Tate is a passionate and motivated professional with a strong commitment to delivering exceptional service to clients. Holding a Bachelor’s degree from the University of Wisconsin-Madison and licensed in Life and Health Insurance, Tate is currently working towards becoming a fully licensed registered representative.

In his role, Tate collaborates closely with the Director of Client Services to optimize the client experience, providing precise assistance and guidance to address their needs and inquiries.

Outside of work, Tate is an avid outdoor enthusiast who enjoys hiking, exploring nature, and immersing himself in a good book. His passion for excellence and genuine care for clients make him a valuable asset to the Thompson Wealth team.

Logan Simmons

Client Services Associate

Logan is a dedicated financial professional who focuses on building strong relationships and providing exceptional support to our clients. Holding a Bachelor’s Degree from Barrett, The Honors College at Arizona State University and experience in financial services, he is known for his strong communication skills and attention to detail.

While passionate about helping clients achieve their financial goals, Logan collaborates with the client service team to ensure a smooth client experience that aligns with our company’s values.

Logan enjoys staying up to date on financial trends, spending time with friends and family, and traveling abroad to experience new cultures when outside of work.

Check the background of this investment professional on FINRA’s BrokerCheck.

Schedule A Call With Us Today

If you're retired or close to retiring, we'd love to connect with you.

You Come First

Our mission is simple: to provide you the best opportunity to achieve your financial goals, so you
focus on the things in life more important than money.

ACTION

Action breeds confidence and courage. Inaction breeds doubt and fear. If you want to conquer fear, do not sit home and think it Go out and get busy.

Dale Carnegie

HUMILITY

If I hove seen further than others, it is by standing upon the shoulders of giants.

Isaac Newton

GENEROSITY

You will get all you want in life If you help enough other people get what they want.

Zig Ziglar

PASSION

Do what you do so well they will want to see it again. And bring their friends.

Walt Disney

DISCIPLINE

We are what we repeatedly do. Excellence, then, is not an act but a habit

Aristotle
100

Of the clients we surveyed in 2018*, 100%
said they would likely recommend Neal to a friend or colleague.

                   

Talk with Our Team

Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.

(480) 305-2038
Call to our office at any time
invest@twmplan.com
Our support team
                                 
16430 N Scottsdale Rd
Suite 150, Scottsdale, AZ 85254
8:00a - 4:30p
Monday to Friday

Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.

About TWM

Services

© 2024 Thompson Wealth Management

Securities and Advisory Services offered through Harbour Investments, Inc. Member FINRA /SIPC. Securities licensed in AZ, CA, CO, GA, ID, IL, IN, MN, NM, NV, NY, OH, OR, TX, UT, WI, WY. Check out the background of firms and investment professionals on FINRA’s Broker Check.

Ranking Arizona is the outcome of the largest business opinion poll in Arizona. Each category is selected by the staff of AZ Big Media for the general public to vote on and are based upon business and leisure activities of Arizona’s business professionals. Recognition not based on Investment Performance.