Trusted Arizona Financial Advisor: (480) 305-2038
Client Center
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.
Check the background of this investment professional on FINRA’s BrokerCheck.
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
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.
Call to our office at any time
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.
