About Us
Thomas Reitzes, CFP®, NSSA®
Wealth Advisor
Areas of Specialty:
- Retirement Forecasting
- Education Planning
- Disability Insurance
- Taxation & Estate Planning
“The most satisfying part of my job is helping clients develop a strategic plan towards their financial goals and, in doing this, seeing worry and uncertainty within clients being replaced with financial confidence and empowerment.”
Thomas Reitzes is the kind of advisor clients describe as refreshingly straightforward. As a Certified Financial Planner and National Social Security Advisor, Thomas guides families and individuals through holistic financial planning across investments, insurance, estate, tax, and education planning with an approachable clarity that makes even the most complex topics feel manageable. His Social Security expertise is a particular strength, helping clients develop strategies that fit within their broader retirement picture. Wherever clients are on their financial journey, Thomas meets them there with curiosity, reliability, and a genuine commitment to helping them feel confident about what comes next.
EDUCATION:
- University of Kentucky – Bachelor of Science in Finance
- Certified Financial Planner (CFP®)
- National Social Security Advisor (NSSA®)
- FINRA Series 7 & 66
- Security Industry Essentials (SIE®)
- Life, Accident, & Health Insurance & Variable License