Meet The Team

Thomas Kovell

Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

About me

I was born and raised in Pennsylvania right outside of Philadelphia. I grew up vacationing in Colorado and I chose to attend school at the University of Colorado in Boulder, go Buffs! I met my wife Molly during my time at CU, and we got married in 2022. Molly and I enjoy living in Denver, CO where we can spend time mountain biking, skiing, and being all-around outdoor enthusiasts. 

Since my childhood, I've always loved to build things, and after college, I decided to open my own financial planning practice. I wanted to start my own financial planning business because it's important for me to help my community by filling in the financial literacy gap and creating strategic plans for those who have enough saved. 

Thomas and his wife molly standing together
Thomas and his wife Molly backpacking in Colorado

Credentials: Education & Certificates

As a dedicated CERTIFIED FINANCIAL PLANNER™, my practice is driven by a profound commitment to empowering individuals through financial literacy. With a focus on imparting knowledge and enabling informed choices, I strive to guide you toward optimal financial decisions. I genuinely care about ensuring you not only secure your future but also live a life of enjoyment and fulfillment.

EDUCATION

CERTIFIED FINANCIAL PLANNER™ Certificate

As a part of this commitment I chose to pursue the CFP® certification back in October of 2020 and I received the certification in May of 2022. Holding a CFP® certification is a monumental milestone to achieve in the financial planning industry. A CFP® means that I am held to the highest legal standard to provide advice that is 100% within YOUR best interest, and to disclose conflicts of interest. 

Bachelor of Science Degree

Civil Engineering from the University of Colorado Boulder 

Boost your financial knowledge.