Our Qualifications

Tom Maurer is the founder of Maurer Financial Services and a Registered Representative with H. Beck, Inc.  

 Both Tom and his son Luke hold their FINRA Series 6-Investment Company Products/Variable Contracts Representative registration, NASAA-Series 63 Uniform Securities Agent registration and NASAA-Series 65-Uniform Investment Advisor registration. Their commitment to continuing education and experience position them to offer broad-based financial strategies.  Tom and Luke also hold their Life and Annuities Licenses to help clients protect their families.

They are dedicated to helping every client assess and pursue their financial goals.

Another benefit of working with Tom and Luke is their ability to render clear, easily understood explanations of financial products and services and provide a roadmap toward a more sound  financial future.