Thomas Schlag, CFP

For over three decades, Tom has worked with a diverse clientele, including high net worth individuals, small business owners and sole practitioner professionals. Tom?s key areas of focus are helping investors create and preserve wealth and plan for their retirement. Everyone?s situation is different and unique, so Tom takes a comprehensive and personal approach to the planning, investment and retirement process. Beginning his career in this industry with A.G. Edward?s & Son, Inc. in 1993, Tom was drawn to the ?Client First? philosophy the firm adhered to in their business practices. Wells Fargo Advisors acquired A.G. Edwards & Sons, Inc. in 2008 and that philosophy has continued. A lifelong St. Louis area resident, Tom returned to St. Louis from Columbia, Missouri after graduation from the University of Missouri in 1980. After graduation, he successfully completed the Uniform CPA exam, though he is no longer practicing, and in 2010 attained the CERTIFIED FINANCIAL PLANNER? designation. Tom and his wife Kathy have raised two sons here and they both continue to live in the area. The oldest, Joseph, and his wife Melissa live in Wildwood and their youngest, Patrick, lives in the Tower Grove Park area in St. Louis. Tom and Kathy share a passion for parks and the outdoors and enjoy traveling to National Parks and locally both serve on community boards supporting area parks. CA Insurance License Number 4286578. Resident State MO.