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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

President & Advisor

Neal Thompson is the founder of Thompson Wealth Management. His primary responsibilities include managing client relationships and helping to lead the firm’s business development initiatives. Neal also develops and sets the vision for the firm.

Neal is recognized as one of the premier retirement planning advisors for the federal employee community. Since 2009 Neal has specialized in the financial and retirement planning needs of federal employees and conducted countless FERS and CSRS retirement workshops.

Tiffany Moerke

Director of Client Services

Tiffany joined Thompson Wealth in 2019, her dedication throughout her career has ignited her role as the Director of Client Services, where she works along side Neal to provide an enhanced client experience and manages the day to day operations.

Tiffany received her Bachelor’s degree from the University of Houston and currently holds her FINRA 6 & 63 license. She enjoys the sounds of great live music, biking, and seeking adventure outdoors.

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 Neal

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

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