Thomas Myers
Lead Financial Advisor
EA
(517)339-7662
Offices: Pinehurst; Wilmington; Charlotte
Wealth Management; Business Services
Financial Planning; Retirement Planning; Investment Management; Tax Planning; College Planning; Business Insurance - Commercial/ Liability; Corporate Retirement Plans; Employee Benefits; Business Valuation; Estate Conservation
Thomas started his career in taxes with over 10 years of experience. He has been a Financial Advisor for 6 years with CG Financial. He helps individuals and businesses in examining their current financial position, identifying their goals, and creating a map to achieve them. Thomas holds his Series 7, Series 66, Life, Accident & Health insurance, and his EA license. When Thomas is outside of work, he enjoys Golfing, Snowboarding, Rowing, and spending time with family. Northern Michigan is his favorite summer destination.