With a passion for impacting the lives of others and the fresh eyes of a recent graduate, Telemus is excited to welcome Thomas Munoz as an Associate Financial Life Advisor. In this role, Thomas is working alongside Partners Josh Levine and Robert Stone to expand his knowledge and expertise in financial life management and assist in a variety of ways.
“Along with his enthusiasm and great energy, Tom has a very warm manner that makes him an instant fit with our firm,” says Josh. “Despite being out of college for only a short time, he joins us with a very strong base of knowledge from his focus of studies and previous work experience. We know he will be a great success with the Telemus team.”
Thomas is a 2018 graduate of Central Michigan University where he majored in Personal Financial Planning. He has since earned his Series 7 and Series 66 insurance licenses and is preparing to take the Certified Financial Planner (CFP) exam in the near future.
“Every individual who puts their trust in me and the Telemus team will receive advice and solutions in their best interest,” he says. “Everyone has a financial situation that is specific and unique to them. We are here to provide exceptional service and trusted financial advice.”
When he’s not at work, Thomas enjoys travel, reading, restaurants, golf, hockey, and all things Detroit sports. Thomas can be reached at: firstname.lastname@example.org
Telemus is thrilled to welcome Pauline Lacson-Reid as a Client Service Manager supporting Senior Financial Life Advisor and Partner, Lyle Wolberg, and his clients. Pauline joined the team in December in order to ensure a seamless transition following the retirement of Heidi Brown.
“Pauline brings both industry and client experience to the Telemus team,” says Molly Wilson, Director, Financial Life Management Experience. “She has already been a great asset. We are so happy to have her onboard.”
Pauline has 18 years of experience working with clients in banking and finance including overseas clients in the Philippines, Guam, Australia and more. Most recently, she worked as a Client Service Associate in the Capital Access Department of Raymond James.
“I like helping people, whatever it may be,” Pauline says. “Even when it’s just the little things. It’s fulfilling to be able to deliver outstanding customer service.”
Pauline moved to the United States from the Philippines about a decade ago. She has lived in three states over the years and is happy to call metro Detroit her home. When she’s not at work, she and her husband love checking out the latest new film releases at the theater, dining out, or trying new things around town. Pauline can be reached at: email@example.com.