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Meet The People Who Work For You
There’s certainly no shortage of financial professionals that specialize in retirement planning, however; most don’t understand a federal employee’s complex retirement. That’s where we come in.
Neal Thompson, AIF®, CEPA®
CEO & Advisor
Neal Thompson, AIF®, CEPA® is the founder of Federal Retirement Services where he leads with over a decade of experience in financial and retirement planning. As a trusted guide to his clients, Neal oversees client relationships, drives business growth, and sets the strategic vision for the firm.
Since 2009, Neal has established himself as a top retirement planning professional, particularly within the federal employee community. He has conducted numerous workshops focused on FERS and CSRS retirement systems, empowering federal employees with the tools and knowledge to make confident, informed financial decisions.
In addition to his specialization with federal employees, Neal holds the Accredited Investment Fiduciary (AIF®) and Certified Exit Planning Advisor (CEPA®) designations, allowing him to provide advanced fiduciary guidance and comprehensive exit planning services. He also works with clients across various industries, including healthcare, technology, and education, offering tailored financial solutions to meet each client’s unique needs.
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.
Here at Federal Retirement Services, we believe every federal employee deserves access to accurate and reliable information on their retirement.
If you’ve had any difficulty fully understanding your benefits package, you’re not alone and you’ve come to the right place. Our goal is to equip you with the information you need to maximize your benefits and live the retirement you’ve worked long and hard for.
TAKE CONTROL OF YOUR RETIREMENT TODAY
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