Thomas Olexa

Thomas Olexa

CLU®, ChFC®, CFP®
Wealth Advisor, Managing Director

Certification(s) & Designation(s)

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)

About Thomas

Thomas is an experienced business leader who brings more than 36 years in the financial services industry to Hightower Signature Wealth (formerly known as HT|TC Wealth Partners). Before joining the team in 2023, he was president and founder of EFG Advisors, a boutique wealth management, estate, and financial planning practice 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.

Thomas’s Recommended Reads