Trusted by loyal clients for more than two and a half decades, Tommy Pietsch doesn't just aim to build financial security. He aims to build lifelong partnerships. His diversified client base includes both individuals and families developing personal retirement plans and small business owners seeking appropriate succession strategies. As well as High Net Worth individuals wanting to preserve and grow the wealth they have acquired through hard work or family inheritances.
Practiced and proficient in his field, Tommy wants to simplify complex and multifaceted financial matters. He works closely with his clients, listening to their needs and crafting personalized roadmaps that are flexible enough and seek to carry assets well into the future. He's immensely intuitive and perceptive, presenting strategies in a candid and easy-to-understand manner.
Mr. Pietsch studied at The American College in Bryn Mawr, Pennsylvania. He later studied at The University of Pennsylvania's Wharton School of Business, concentrating on Behavioral Economics, Portfolio Analysis and Design. Tommy holds Series 6, 7, 63 and 65 registrations and is a Investment Advisor Representative with LPL Financial. Still, a large part of his knowledge derives from decades of practical real world application.
A native to central Texas, Tommy has lived in Shiner for over 20 years. He's happily married to his wife and they have three adult children and one son-in-law.