Thomas A. Winkels, CFP®
As Principal and co-founder of Advanced Wealth Management Group, I specialize in wealth coaching, legacy planning, and wealth management for clients that include successful professionals, corporate executives, business owners, and retirees. I am here to help you make wise choices regarding your wealth and your financial future.
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and have my Series 7, 63, and 66 securities registrations. I am also licensed in Life, Health, Property and Casualty Insurance. My prior experience includes my role as a national accounts manager for a large, New York-based S&P 500 Company. I graduated from the University of St. Thomas in St. Paul.
My wife and I are happily married with five children. As a family we love spending time outdoors, traveling, camping, and playing sports. We pride ourselves on being a very active family. We are also active in our local church and community.