Our Team

Thomas Maurer is the founder of Maurer Financial Services and a Registered Representative with Cambridge Investment Research, Inc.  Since 1986, he's helped over 1,500 families and business owners accumulate wealth, prepare for the unexpected and preserve assets for loved ones. Tom has passed multiple FINRA & NASAA examinations and currently holds his 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.  Additionally, he holds his Life & Annuities license. Tom provides easy to understand explanations of financial products and services; and with 30+ years of experience and a dedication to continuing education, he's well poised to help guide you to a sound financial future.

 

 

Luke Maurer is a Registered Representative with Cambridge Investment Research, Inc. He joined our office in 2011 and is learning from Tom's 30+ years of experience in the Financial Industry. Luke completed the Kaplan Financial University courses in 2012 which prepared him for his FINRA & NASAA examinations. Luke currently holds his 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. His commitment to continuing education and the study of innovative investment strategies allows him to offer clients a broad range of financial options. Additionally, Luke holds his Life & Annuities license.