Thomas P. Olexa, CLU^®, CHFC^®, CFP^®

DIRECTOR, WEALTH ADVISOR

Thomas is an experienced business leader who brings more than 36 years in the financial services industry to HT|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.