Thomas P. Olexa, CLU®, ChFC®, CFP®

Thomas is an experienced business leader who brings more than 36 years in the financial services industry to TC Wealth Partners. Before joining the firm in 2023, he was president and founder of EFG Advisors, a boutique wealth management, estate, and financial planning firm that served the needs of business owners, corporate executives, and other high-income, high-net-worth individuals.

Thomas holds Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The American College in Bryn Mawr, Pennsylvania. He is also a CERTIFIED FINANCIAL PLANNER™ professional. A dynamic presenter, Thomas speaks on such topics as wealth accumulation, tax and estate planning, and tax-advantaged investing.