Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Thomas Maurer
Owner/President
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, FINRA Series 7- General Securities 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
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.