Our Qualifications

Thomas Maurer has experience working with individuals and businesses for over 31 years.

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

Both Tom and Luke currently 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. Additionally both Tom and Luke also hold their Life and Annuities Licenses to help assist clients with their family protection needs.

They are dedicated to developing long lasting relationships with all of their clients and believe in helping them assess their financial goals and participate in the management of their finances.

One of the benefits of working with Tom and Luke is their ability to render clear, easily understood explanations of financial products and services and provide a working roadmap toward a more secure financial future.