Tom Wills
Financial Associate
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About Me
I love to help people learn. In my previous career as a teacher, I loved to make my students’ lives better and watch things start to make sense to them. As a Financial Advisor, I still get the deep satisfaction of teaching, but with the clients that I work with. My journey to Thrivent began as a client where I experienced the feeling of receiving financial clarity with a focus on generosity. I knew that I needed to be a part of passing this on and spreading that in my own community.
As a kid, we had a list of chores that we would do each week that each had a dollar amount....
My qualifications
- Bachelors of Applied Mathematics, Point Loma Nazarene University
- General Studies, San Diego Miramar College
- Masters of Education, BRANDMAN UNIVERSITY
- Securities Industry Essentials
- General Securities Representative
- CA Insurance Lic. #4220277
My state licenses
- Colorado
- North Carolina
- Utah
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations