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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®

CEO & Advisor

Neal Thompson is the founder of Thompson Wealth Management, where he serves as a key leader and trusted advisor to clients. With over a decade of experience in the financial industry, Neal brings a wealth of expertise to his role. His primary responsibilities include managing client relationships, overseeing the firm’s business development initiatives, and setting the vision for the firm.

Over the years, Neal has earned a reputation as one of the premier retirement planning advisors for the federal employee community. Since 2009, he has focused his efforts on helping federal employees navigate the complex landscape of financial and retirement planning. He has conducted countless FERS and CSRS retirement workshops, providing participants with the knowledge and insights they need to make informed decisions about their financial futures.

In addition to his work with federal employees, Neal has worked with clients across a wide range of industries, including healthcare, technology, and education. He is committed to providing personalized solutions that meet the unique needs of each client he serves.

Tiffany Moerke

Director of Client Services

Tiffany is the Director of Client Services at Thompson Wealth, where she has demonstrated exceptional dedication throughout her career. Since joining the team in 2019, she has played a critical role in ensuring an enhanced client experience, working closely with Neal to manage the day-to-day operations.

Tiffany holds a Bachelor’s degree from the University of Houston and is licensed in FINRA Series 65 & 6, as well as in Life and Health Insurance and Property & Casualty Insurance. Her commitment to maintaining the highest professional standards is evidenced by her ongoing education and training.

Beyond her professional pursuits, Tiffany enjoys attending live music performances, engaging in outdoor activities, and weight lifting at the gym. Her combination of expertise, passion, and commitment to excellence make her an invaluable member of the Thompson Wealth team.

Isaac Boll, CFP®

Wealth Advisor

Isaac Boll, CFP® is a Wealth Advisor at Thompson Wealth Management, where he serves as a devoted advisor to all clients. With over 8 years of experience in the financial industry, Isaac possesses a deep understanding of investment strategies, retirement planning, and wealth management. His primary responsibilities include managing client relationships and supporting the long-term growth of the firm.

Isaac holds his FINRA series 6, 7 and 63 licenses. He specializes in guiding federal employees through the complexities of their financial benefits and transitioning to retirement. He also has extensive experience in advising high-net worth individuals and prides himself on always doing what’s best for the client.

Working with a myriad of different clients ranging from executives to young professionals, Isaac is committed to providing personalized solutions that meet the unique needs of each client he serves.

Megan Kiss

Relationship Manager

Megan is an ambitious professional currently pursuing a financial degree at Grand Canyon University. With a passion for wealth management and a drive for excellence, she excels as the Relationship Manager at Thompson Wealth Management.

In her role, Megan is entrusted with the crucial responsibility of assisting clients and prospects, ensuring their needs are met and that they have an exceptional experience. She uses her extensive knowledge of financial concepts and her ongoing education to provide valuable support to the team at TWM.

Megan’s passion for finance, her dedication to client satisfaction, and her pursuit of education make her an invaluable asset to Thompson Wealth Management.

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.

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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 Neal

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