Thomas Ahrendt

Thomas Ahrendt started his journey in May of 2007 to continue his business career and pursue opportunities, every day, to help people better determine their unique personal financial values.

His clientele consists of individuals, families, business owners and retirees. He works with people from varied and diverse backgrounds; corporate managers, teachers, equipment operators, entrepreneurs, nurses and engineers. He has an innate passion to genuinely connect with people, to better understand their motivations and expertly assist them in applying strategic financial disciplines that evolve and mirror the stages of one’s life.

He believes that there is a discernible difference, value and confidence derived from truly independent planning.

Tom was born and raised in the Midwest and is a graduate of the University of North Dakota where he earned a B.B.A. degree in four years while on scholarship to play basketball where he lead his team as co-captain his senior year. He now resides in Carlsbad with his wife and two children.

Tom’s professional experience includes a successful career in management with United Parcel Service (UPS) in core areas of finance, customer service, business development, marketing and District/ Regional forward planning/ forecasting.