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Thomas Lundgaard, AIF®

Thomas Lundgaard, AIF®

Founding Member and Partner

Tom graduated from Arizona State University in 1979 with a B.S. in Business Administration, and moved back to Scottsdale in 1994 after living in Vail, CO for 13 years, after having spent 8 of those years as a business owner in Vail.

Tom has been married to his wife Libby for 34 years and they have a son, Thomsen, who has also recently graduated from Arizona State University.

Tom began his work as a Financial Planner in 1996 and has earned his Series 7 (General Securities), 63 (Uniform Securities Agent State Law) and 66 (Uniform Combined State Law) Registrations and works as a comprehensive Financial Planner and is an Investment Advisor Representative of Kestra Advisory Services, LLC and is a Member at Large of the Financial Planning Association and a Founding Partner of Watermark Wealth Strategies, LLC. Tom has also earned the certification of Accredited Investment Fiduciary.

“Many individuals say that Financial Planning is just about the numbers. I say it is much more than that. It is also about trusted relationships with a knowledgeable advisor who takes the time to get to know each of his clients and their particular wants and needs. For many individuals that may not know just what their needs are, is where the planner can play his or her biggest and most important role. I feel it is my unwavering belief that every client’s needs are important, and they should be met with the highest levels of care, trust and knowledge. As Investment Advisor Representatives of Kestra Advisory Services, LLC we are bound by a duty of loyalty to our clients and we must always strive put their needs first and foremost”.

“In my practice, I focus on the key areas of financial concern and develop solutions to best help the individual client reach their financial goals. I also work with small business owners and help them develop and implement their group retirement plans, and work directly with their employees to help them maneuver into and around their group plans”.

Ultimately, no planning is successful without implementation. “I help each of my clients initiate and fully implement any recommendations we agree are satisfactory and of value to them. Together we will monitor their progress regularly to help ensure that we stay on track towards each of their individual goals”.

“I would personally like to welcome you to our firm and thank you for putting your trust and faith in us to help you reach your goals and I look forward to working together with you for many years to come.”