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Thomas Michalowski

Thomas Michalowski

Student Caller

Followers of Thomas Michalowski2000 followers
location of Thomas MichalowskiStreamwood, Illinois, United States

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  • Timeline

  • About me

    Working with individuals and families to create their ultimate lifestyle by helping them Thrive in Life and in Retirement | Dog Dad | Sports Fanatic

  • Education

    • Northern Illinois University

      2010 - 2014
      Bachelor’s Degree Business: Finance

      Activities and Societies: Alpha Epsilon Pi NIU Hillel Finance Student Advisory Board

    • Stevenson High School, Lincolnshire, IL

      2006 - 2010
      High School Diploma

  • Experience

    • Northern Illinois University

      Apr 2013 - Jan 2014
      Student Caller

      • Updated Alumni, Parent, and Friend Profiles• Provided current information about NIU campus and respective colleges• Solicited donations for the university• Developed strong communication and interpersonal skills

    • Dovenmuehle

      Jun 2013 - Aug 2014
      Summer Intern

      • Collaborated with team members to complete projects on time• Assembled and posted letters to clients regarding their loan information• Scanned loan information into DMI system• Updated loan information in the Loan Processing System• Developed strong organizational and time management skills

    • United Advisors Financial Marketing Organization

      Feb 2015 - Jul 2017
      Sales and Product Specialist

      Lead a team of Financial Advisors in initiative to increase annuity productionSystematized processing of New Business and Contracting to maximize efficiencyAssisted Financial Advisors with preparation of financial presentations for perspective new clientsMaintained relationship with insurance carriers to provide superior financial productsConstructed portfolio summaries on behalf of Financial Advisors to perform annual reviews with clients

    • SGL Financial

      Aug 2017 - Aug 2018
      Case Planning Specialist

      Advised Financial Advisors by identifying gaps in retirement planning for clientsProcessed applications for annuities and life insuranceTracked the flow of new business with carriers

    • Wealth Financial Services & Tax Advisory

      Aug 2018 - Apr 2020
      Financial Professional

      Supporting Financial Advisors through financial planning to solve client’s financial shortfallsPrepares applications for annuities, life insurance, and investment accountsEnsures processing of business is accurate and timelyOffer Medicare Planning to existing clients and new prospects Review tax returns for accuracy and tax minimization with clientele

    • TM Financial Strategies, Inc.

      Jul 2019 - now
      Owner

    • Foundations Investment Advisors

      Sept 2020 - Oct 2022
      Investment Advisors Representative

      Investment Advisory services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor

    • Portfolio Medics

      Oct 2022 - now
      Investment Advisor Representative

      Investment advisory services are offered through Portfolio Medics, an SEC registered investment adviser.

    • THRIVE.

      Nov 2023 - now
      Advisor/Paraplanner

  • Licenses & Certifications

    • Insurance License

      State of Illinois

    • Series 65

      FINRA (Financial Industry Regulatory Authority)