Thomas Marek

I'm from Crystal, Michigan, a tiny rural town in the middle of the state that you've probably never heard of. I grew up on a lake, and most of my best memories involve being out on the water with the people I care about. I still live in Crystal today, and one of the most interesting things about Michigan is that you're never more than 85 miles from a Great Lake.

My family is very close. My parents are both retired now, my mom from state work and my dad from a lifetime of blue collar jobs. I have an older sister who is married with two daughters. My nieces have been a blessing to our family.

I've always had an interest in finance and the financial services industry. I earned my Bachelor of Science in Business Administration from Central Michigan University and later completed my Master's Degree in Financial Planning and Wealth Management at Michigan State University. I'm also Series 7 registered, but what really drives me isn't the credentials. It's the constant learning that comes with this work. With how granular everything can be in this industry, each day provides new opportunities to learn and grow.

Working closely with Regina and Julian, I help clients work through life's complicated milestones by understanding their financial situation and working through the math with them. We focus our business toward business owners and high net worth families who need thoughtful guidance during major transitions and decisions.

My passions are simple. I enjoy spending time with family and friends on the lake. When I'm not on the water, I'm either out golfing with friends or hiking with my dog, Gus.