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®
President & 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.
Hannah Salazar
Director of Business Development
Hannah is the Director of Business Development at TWM. In 2020, she graduated with her master’s degree from Grand Canyon University (GCU).
In her role, Hannah is responsible for developing and maintaining relationships with new and prospective clients. She is a strategic planner and is always on the lookout for new opportunities to help people. Additionally, Hannah manages educational webinars, providing valuable insights to clients and future clients.
Beyond her professional accomplishments, Hannah is a highly driven individual who loves to learn new languages and experience new cultures through her travels. In her free time, she enjoys spending quality time with her dog, exploring the great outdoors, and staying active through yoga and weight lifting.
Isaac Boll, CFP®
Wealth Advisor
Isaac Boll 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 is a Certified Financial Planner (CFP) and 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
Advisor Assistant
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 Advisor Assistant 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.
Thomas Gerboth, CFP®
Director of Client Services
Tom is the Director of Client Services at Thompson Wealth Management, where he serves as a main point of contact for any client service issues that arise. He brings over 10 years of experience in the financial services industry, working closely with clients, and maintaining a high level of service and accountability.
Tom is a Certified Financial Planner, and holds his series 7 and 66 licenses. He specializes in helping to educate clients, and simplifying the wealth management experience, especially for those getting ready to transition into retirement.
Beyond his professional pursuits, Tom enjoys spending time with his wife and children, as well as traveling the world. You may also find him on the weekend challenging himself with an obstacle course race.
Mallory Schmidt
Client Services Associate
Mallory is the Client Service Associate for Thompson Wealth Management. In her role, she is responsible for ensuring client satisfaction, building long-term relationships, and providing a positive and seamless client experience.
Mallory holds a Bachelor’s degree from the University of Arizona and holds her FINRA Series 7 and 63 licenses. With over four years in the Financial Services industry, she brings a unique blend of expertise, financial acumen, and exceptional communication skills to her role. Mallory is driven by the belief that financial empowerment is a catalyst for achieving life’s aspirations, and she is dedicated to helping clients navigate the intricate financial landscape with confidence and clarity.
Outside of her professional accolades, Mallory has an array of passions including music, art, reading, cooking, hiking and fitness. With her strong foundation in finance and genuine passion for fostering client relationships, Mallory has established herself as a trusted and valued member of the TWM 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 Neal
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 110, 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.
