THOMAS MODEC III
Minneapolis,MN
Summary
Ambitious and entrepreneurial Financial Planner committed to making financial guidance more accessible, affordable, and fun for people from all walks of life. Blends a strong zeal for continuous learning with a creative approach and meticulous attention to detail to consistently exceed expectations.
Overview
8
8
years of professional experience
Work History
Financial Planner
Nectarine Financial LLC
02.2024 - Current
- Delivered financial advice on an hourly and project basis to a diverse clientele
- Improved in listening, communication, and problem-solving skills in a fast-paced environment
- Expanded knowledge on numerous personal finance and investing topics and strategies
- Provided excellent client service resulting in repeat clients, worth-of-mouth referrals, and nearly 100 five star reviews
Founder and Financial Planner
COUNTERCULTURE WEALTH LLC
04.2022 - Current
- Established and deepened existing client relationships through effective financial planning, exceptional communication, and diligent ongoing service
- Developed and maintained compliance policies and procedures consistent with relevant state and federal laws and regulations
- Designed and launched the company website from scratch using Webflow and led all social media marketing initiatives to enhance brand visibility and client engagement
Financial Planner
M&E CATALYST GROUP
07.2021 - 03.2022
- Continuously developed knowledge in financial planning, insurance, and investments.
- Transitioned to fee-based financial planning, delivering more comprehensive financial plans and tailored investment and insurance recommendations to clients.
- Provided exceptional customer service, resulting in positive word-of-mouth referrals from satisfied clients.
Financial Advisor
NORTHWESTERN MUTUAL
04.2017 - 06.2021
- Acquired foundational knowledge in personal finance, insurance, and investments.
- Ignited entrepreneurial ambition that endures.
- Sold a lot of life and disability insurance, along with loaded mutual funds (sadly). Challenged company norms by rarely recommending permanent life insurance and ultimately embracing the benefits of index funds as a superior investment choice.
Education
Bachelor of Science - Finance
University of Minnesota
Minneapolis, MN05-2019
Skills
- Tech Savvy
- Strong writing skills
- Quick learner
- Strong communicator and storyteller
- Strong knowledge of Personal Finance and investing
- Google Drive and G Suites Experience
Timeline
Financial Planner
Nectarine Financial LLC
02.2024 - Current
Founder and Financial Planner
COUNTERCULTURE WEALTH LLC
04.2022 - Current
Financial Planner
M&E CATALYST GROUP
07.2021 - 03.2022
Financial Advisor
NORTHWESTERN MUTUAL
04.2017 - 06.2021
Bachelor of Science - Finance
University of Minnesota
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