Our Associates

Thomas Julian
Financial Planner
Wauwatosa, WI

Thomas Julian

Thomas has the knowledge needed to assist clients with their financial plans and help them meet their long-term financial goals.

Thomas began his financial services practice in 1989. A graduate in Pre-Law Studies and Criminal Justice from Anderson University, he is also a member of the prestigious organization, National Association of Insurance Financial Advisors (NAIFA).

As an active member of his community, Thomas serves on his Parish council, is involved with LifePromotions and various other local organizations. He has been married to his wonderful wife, Cheryl for over 30 years and has raised three children and four grandchildren.

His Approach Includes:

– Defining personal financial goals
– Developing a written plan that an help achieve goals
– Allocating assets based on client tolerance and time frame
– Implementing an individualized strategy with products and services that help meet client needs

Tom works out of the Meridian office located in Kimberly, WI.