Thomas Wells, CF2

About Thomas Wells

Tom joined Means Financial Group in 2026 as a Senior Wealth Advisor, bringing 15 years of distinguished experience in financial services and wealth management. Guided by a deep-seated belief that every family deserves a clear financial blueprint, Tom has dedicated his career to helping clients demystify complex financial concepts.

His path into the industry was inspired by his own family's experience, which revealed a widespread need for better financial literacy and proactive future planning. Today, that foundational purpose drives his mission to deliver reliable, comprehensive retirement strategies.
Tom specializes in a holistic approach to wealth management, with extensive expertise in:
• Tax and investment strategy
• Insurance planning (including life insurance, long-term care, and annuities)
• Retirement transition logistics (including Social Security optimization, income generation, and Medicare planning)

As a Certified Financial Fiduciary®, Tom is rigorously committed to acting in his clients' absolute best interests. He takes particular fulfillment in guiding families who are nearing or actively navigating retirement, transforming what can be an overwhelming transition into a period of confidence and predictability. Above all, Tom prides himself on building relationships that transcend traditional business transactions, fostering a level of trust, care, and mutual respect that feels much closer to a lifelong friendship.

Outside of the office, Tom is deeply devoted to his family and his community. He has been happily married to his wife, Tami, for 23 years, and together they share two adult children, Sydney and Tristin. He is also a proud dog lover, sharing his home with three beloved pups (though he admits to having two favorites on any given day). He actively serves his local church through various ministries, reinforcing his personal commitment to stewardship and helping others.