who we are
Enjoy more of life with less financial stress.
At Thompson Wealth Management, we help you align your life and your money—creating clarity, confidence, and freedom to focus on what matters most.
achieve your retirement goals
Invest with purpose and confidence
Manage wealth for your family or business
Simplify your financial life and future
We help you turn your success into meaningful experiences that last—so your wealth supports the life you’ve imagined.
what makes us different
the team
financial advisors in arizona working for you
Behind every great plan is a team that cares. We bring clarity to complex financial
decisions and help you make confident choices—so your money supports the life you’ve
worked hard to build.
Neal thompson,
AIF®, CEPA®
CEO & Advisor
Neal thompson,
AIF®, CEPA®
CEO & Advisor
Neal Thompson, AIF®, CEPA®, is the CEO and Advisor at Federal Retirement Services and
founder of the firm. With over a decade of financial and retirement planning experience, he oversees client relationships, business growth, and the strategic vision of the company. Since 2009, he has been a leading advisor to federal employees, conducting workshops on FERS and CSRS to help them make informed retirement decisions. He holds the Accredited Investment Fiduciary (AIF®) and Certified Exit Planning Advisor (CEPA®) designations, providing fiduciary and exit planning guidance.
Tiffany Moerke
Chief Operating Officer
Tiffany Moerke
Chief Operating Officer
Tiffany Moerke is the Chief Operating Officer at Thompson Wealth Management. Since joining the firm in 2019, she has been instrumental in managing daily operations and ensuring an exceptional client experience. Tiffany holds a Bachelor’s degree from the University of Houston and is licensed in FINRA Series 65 & 6, Life and Health Insurance, and Property & Casualty Insurance. Her leadership emphasizes operational excellence and maintaining the highest service standards across the firm.
Austin Seifert,
CFP®, CPWA®, RMA®
Wealth Advisor
Austin Seifert,
CFP®, CPWA®, RMA®
Wealth Advisor
Austin Seifert, CFP®, CPWA®, RMA®, is a Wealth Advisor at Thompson Wealth Management with more than five years of advisory experience. He specializes in comprehensive financial planning and advanced wealth management strategies, always upholding the highest fiduciary standard. Austin earned degrees in Financial Planning from Boston University and the Yale School of Management. His professional designations demonstrate his commitment to serving clients in wealth planning, private wealth, and retirement management.
Maarten Kerstens,
CFP®
Wealth Advisor
Maarten Kerstens,
CFP®
Wealth Advisor
Maarten Kerstens, CFP®, is a Wealth Advisor at Thompson Wealth Management with over a decade of experience guiding clients toward long-term financial success. He earned his CFP® designation in 2016, underscoring his dedication to fiduciary excellence and client-focused planning. Maarten holds a Bachelor’s degree from Florida International University and a Master’s in Global Management from Thunderbird University. His background allows him to provide well-rounded, personalized wealth management solutions.
Megan Tarara
Relationship Manager
Megan Tarara
Relationship Manager
Megan Kiss is the Relationship Manager at Thompson Wealth Management, where she is dedicated to delivering exceptional client experiences. She began with the firm in 2021 and holds a Financial Planning degree from Grand Canyon University. In her role, Megan assists clients and prospects, ensuring their needs are fully understood and met. Her education and client-focused approach make her an important part of the team.
Logan Simmons
Client Services Associate
Logan Simmons
Client Services Associate
Logan Simmons is a Client Services Associate at Thompson Wealth Management. He is known for his strong communication skills and attention to detail, ensuring clients receive timely and accurate support. Logan earned a Bachelor’s degree from Barrett, The Honors College at Arizona State University. He collaborates with the client service team to deliver a smooth and consistent client experience.
Michael Pecora
Client Services Associate
Michael Pecora
Client Services Associate
Michael Pecora is a Client Services Associate at Thompson Wealth Management. He focuses on building strong client relationships and delivering dependable service in collaboration with the client service team. Michael earned his Bachelor’s degree in business from the University of Arizona and brings a background in financial services. His attention to detail and client-first mindset support clients in achieving their financial goals.
our mission
values that align with what matters most
Our mission is simple: to help people build a future they love—by connecting financial strategy with life’s deeper purpose, so every decision supports what truly matters.
our core values
At Thompson Wealth Management, our values shape how we think, how we serve, and how we care—for our clients and for one another.
where you come first
"Neal is great! Always like visiting with him. He has excellent financial knowledge and I trust him with my investments.”
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Mark S.
"I've been with Thompson Wealth since it opened. Trust, integrity, feeling like part of a family, charitable events."
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Sharon H.
"TWM is a small company and we have enjoyed working directly with Neal for years. There is a trust we rely upon that goes beyond the documents and numbers."
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Brad T.
Yes. As fiduciaries, we’re legally and ethically bound to act in your best interest. Every
recommendation we make is rooted in integrity and designed to help you build a future you
love—with complete transparency and care in every decision.
We work with individuals, families, and business owners who value a proactive, relationship-driven approach to wealth management. We also serve federal employees nationwide through our Federal Retirement Services division.
Absolutely. While our team is based in Arizona, we proudly serve clients across the country through both virtual and in-person meetings. We’re licensed in multiple states and equipped to work with clients wherever life takes them—providing the same level of personalized guidance and care no matter where you call home.
It all starts with a conversation. We’ll discuss your goals, priorities, and financial picture, then create a clear, actionable plan to align your money with your life. From there, we meet regularly to review progress and make adjustments as life evolves. You can see our process here for a visual overview of how we guide clients every step of the way.
We’re a fee-based firm, meaning our compensation is transparent and aligned with your success. Our fees are based on the assets we manage and include comprehensive wealth management—investment management, financial planning, retirement income strategies, tax-efficient planning, and ongoing support from your advisor and client service team.
You can view our full fee schedule on the How We Help page here.
We meet annually for a comprehensive review of your accounts and to discuss any updates or priorities—always keeping your goals in focus. Between meetings, you’re welcome to call our Client Service Team or schedule time with your advisor whenever needed.
We also stay connected throughout the year through quarterly client events and market updates from our CEO, ensuring you’re always informed, engaged, and confident in your financial plan.
Harbour Investments, Inc. is our broker-dealer, and Charles Schwab serves as our primary custodian—providing reliable, industry-leading account custody and transaction services for our clients.
You can download this visual reference (PDF) to see how these trusted partners work together to support and safeguard your accounts.
Yes. We’re grateful to have clients who’ve generously offered to share their experiences firsthand. If you’d like to be connected, please reach out to our team at clientservices@twmplan.com.
In the meantime, you can explore our Client Stories page to see how we’ve helped others gain clarity, confidence, and direction in their financial lives.
you're a few steps away
take control of your future
Schedule a 1-on-1 Consultation
Fill out our inquiry form to schedule a $350 discovery meeting with our team (Complimentary consultations available for those within 36 months of their retirement date). We will share a list of required documents prior to meeting to ensure you get the most out of your consultation.
Discuss Your Retirement Goals
In this initial consultation we will conduct an in-depth discussion of your financial history, current situation, and future goals. Key topics covered during your discovery meeting include retirement, cash flow analysis, investments, taxes, insurance, estate planning, financial milestones, life events, and more.
Get a Personalized Retirement Plan
Join us for a second meeting where our team will present a detailed plan tailored to your goals, with actionable steps on how to prepare for retirement.
