Thomas Julian, LUTCF, CLTC 

Partner Emeritus 

Thomas has the knowledge needed to assist clients with their financial plans and help them meet their long-term financial goals. He is committed to building long-term relationships with his clients as helping them reach their goals is his number one priority. 

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. When he is not working, Thomas enjoys spending time on his farm in Door County, especially with his wonderful wife, Cheryl, whom he has been married to for over 30 years. They have raised three children and enjoy spending time with their grandchildren.