About Us

Neal Thompson, AIF®, CEPA®

CEO & Advisor

Tiffany Moerke

Chief Operating Officer

Tiffany Moerke is the Chief Operating Officer at Thompson Wealth Management. Since joining the team in 2019, she has been a key leader in the firm, playing an instrumental role in enhancing the client experience and efficiently managing the firm’s daily operations. Tiffany leads the team with a focus on operational excellence, ensuring that all processes run smoothly and that the highest standards of service are maintained.

Tiffany holds a Bachelor’s degree from the University of Houston and is licensed in FINRA Series 65 & 6, as well as Life and Health Insurance and Property & Casualty Insurance. Her commitment to ongoing education and professional development reflects her dedication to maintaining a high level of expertise in her work.

Outside of work, Tiffany enjoys attending live music events, engaging in outdoor activities, and weight lifting.

Austin Seifert, CFP®, CPWA®, RMA®

Wealth Advisor

Austin Seifert is a dedicated Wealth Advisor at Thompson Wealth Management, where he leverages over five years of advisory experience to guide clients through their financial journeys. As a Certified Financial Planner® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®), Austin specializes in creating comprehensive financial plans tailored to help clients achieve their financial goals.

Austin is committed to the highest fiduciary standard, ensuring that every recommendation he makes is in the best interest of his clients. His academic background includes professional degrees in Financial Planning from Boston University and Wealth Management Theory & Practice from Yale School of Management.

Before his financial career, Austin excelled as a collegiate athlete at a Division 1 college, earning his undergraduate degree in Pre-Med Health and Exercise Science. Outside of work, Austin values spending quality time with his family.

Megan Kiss

Relationship Manager

As the Relationship Manager at Thompson Wealth Management, Megan brings a passion for wealth management and a commitment to delivering exceptional client experiences. She started with the TWM team in 2021 and attended Grand Canyon University, where she earned her degree in finance.

In her role, Megan is dedicated to assisting clients and prospects, ensuring their needs are thoroughly understood and met. Her deep understanding of financial concepts, combined with her client-focused approach, allows her to provide invaluable support to the TWM team.

Megan’s enthusiasm for finance, unwavering dedication to client satisfaction, and pursuit of excellence make her an integral part of Thompson Wealth Management’s success.

Tate Kopulos

Client Services Associate

Tate is a passionate and motivated professional with a strong commitment to delivering exceptional service to clients. Holding a Bachelor’s degree from the University of Wisconsin-Madison and licensed in Life and Health Insurance, Tate is currently working towards becoming a fully licensed registered representative.

In his role, Tate collaborates closely with the Director of Client Services to optimize the client experience, providing precise assistance and guidance to address their needs and inquiries.

Outside of work, Tate is an avid outdoor enthusiast who enjoys hiking, exploring nature, and immersing himself in a good book. His passion for excellence and genuine care for clients make him a valuable asset to the Thompson Wealth team.

Logan Simmons

Client Services Associate

Logan is a dedicated financial professional who focuses on building strong relationships and providing exceptional support to our clients. Holding a Bachelor’s Degree from Barrett, The Honors College at Arizona State University and experience in financial services, he is known for his strong communication skills and attention to detail.

While passionate about helping clients achieve their financial goals, Logan collaborates with the client service team to ensure a smooth client experience that aligns with our company’s values.

Logan enjoys staying up to date on financial trends, spending time with friends and family, and traveling abroad to experience new cultures when outside of work.