Thomas G. Braun, CFP®, ChFC®, CLU®
Senior Wealth Management Advisor
Thomas Braun, Senior Wealth Management Advisor at Theory Financial, has 18 years of financial planning experience. Mr. Braun graduated from the University of Wisconsin and later received his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College. He's also attained his CERTIFIED FINANCIAL PLANNER™ designation.
Over the years, Thomas has developed a specialized process of working with clients from many diverse backgrounds, including business owners, executives, doctors, and educators. Mr. Braun has a passion for meeting clients where they are, diagnosing their current position, and prescribing a plan of action to help accomplish their short and long-term goals. His experience and expertise have helped hundreds of individuals and families across the nation feel more confident and in control of their financial security.
When Thomas is not partnering with clients, he and his wife Mary can be found at the park with their three young children, Sophie and twins Sam and Ellie.