Tom Olexa
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.
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