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Thomas Meeker, CFP®

Wealth Manager, Partner

Thomas serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than eight years of experience in the financial services industry, Thomas offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Thomas served as a financial planner and portfolio manager at a boutique advisory firm.

Thomas received his Bachelor of Science degree in business administration from Marquette University. He currently serves on the board of directors for the Financial Planning Association of Wisconsin and leads the annual Financial Planning Symposium, which brings advisors and industry thought leaders together every fall. He’s also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

When Thomas isn’t meeting with clients, he enjoys mountain biking, trail running and spending time on the water with friends and family in northern Michigan.

Articles by Thomas Meeker, CFP®

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