About Thomas Brooke
I’ve always been the kind of person who fixes things—around the house, on a spreadsheet, or in conversations that matter. I didn’t set out to be a financial planner; I set out to help people. Financial planning just happened to be one of the best ways to do that.
Over time, I began to realize that my clients weren’t chasing "more"—they were seeking something deeper: confidence and clarity about what really matters. What they wanted, more than anything, were purpose-filled days. Days where their time, money, and energy lined up with their values. Days that felt whole.
That’s where my work lives—at the intersection of practical planning and meaningful living. Whether I’m helping a family steward their resources, walking alongside a business owner through transition, or talking with someone about what legacy really means—I’m helping them build toward more of the days they’d choose again.
My job isn’t to impress. It’s to listen well, plan thoroughly, and help people live with intention.
Because a good plan isn’t just about retirement or returns—it’s about creating a life that feels right, now and in the years to come.
Let’s plan for more purpose-filled days.
Family First. Faith Always.
At Thrivent, we believe that family is a gift from God - and that managing our finances well is one way that we honor that gift.
Our mission is to help families steward their resources wisely, so they can provide for today, prepare for tomorrow, and bless future generations. Whether you're navigating major life changes, planning for retirement, or dreaming about what kind of legacy you want to leave, we're here to offer guidance rooted in biblical principles and practical wisdom.
We know that life changes - kids grow up, parents age, and new opportunities arise. That's why we're here to walk alongside you at every stage. We're not just building portfolios - we're building lifelong relationships grounded in trust, transparency, and a shared commitment to what matters most: family.
When you work with us, you're more than a client - you're a part of our extended family in faith. And we're honored to walk with you as you build a future that reflects both your values and your vision.
Meet My Team
