Tom’s Expertise in Helping Clients:
- Accumulate, manage, and preserve wealth
- Evaluate protection planning and insurance tools
- Design and manage investment portfolios
- Minimize income taxes paid over a lifetime
- Design and implement retirement income plans
- Pass assets to heirs with minimal tax and legal costs
Certified Financial Planner ®
Tom is a wealth manager and founder of Koss Wealth Advisors. Tom has over 40 years of experience in financial services and business management. He has held the Certified Financial Planner designation for over 28 years. Tom’s primary areas of focus are investment planning and tactical management, retirement income design, and across generations income tax minimization. He is particularly focused on intergenerational planning to help parents and grandparents navigate the complex process of transferring their values and their wealth to the next generation.
Tom has a bachelor degree in business administration and in economics from the University of Wisconsin at Steven’s Point.
Tom has been active in his church and his community for years and is proud of his service as a board and committee member of the Boys & Girls Club of the Northwoods.
During his off time, Tom can be found on his bike, kayak or skis, often with his children. He enjoys all outdoor activities and has completed the annual American Birkebeiner cross country ski race 40 times.
Office Manager for the office of Thomas Koss, CFP
Client Service Manager
Stephanie is a dedicated professional who understands the importance of organization within an office setting. Stephanie’s years of experience in business management and in administrative support have developed her skills to provide superior client services. As our client liaison she expertly manages the office and interactions between clients and our advisors, ensuring a pleasant and efficient experience. With a well-rounded skill set and a passion for accuracy, Stephanie’s goal is to provide our clients with peace of mind knowing that they have thorough answers to their questions.
Helping Business Owners Set Up and Manage Their Workplace Retirement Plans, including: SEPs, SIMPLEs, 401ks, and 403bs for Over 25 years
Certified Financial Planner Designation for 28 Years
State of Wisconsin Insurance Licenses for 45 Years
Has spent time as an Ag and Commercial Loan Officer
Has Prepared income tax returns for Farms and Businesses
Tom and his team will provide excellent service and peace of mind to their clients.
“When all is said and done, I want to help people accomplish those things in life that are most important to them and to their families.”