Meet the Advisor
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Your goals are my goals.
Thomas Weiss, RICP®,CLTC®,LUTCF®
Thomas Weiss, RICP®,CLTC®,LUTCF®
Founder | Financial Advisor
Next Step Advisors was started with a simple belief: financial planning should feel clear, not overwhelming. Too many people delay important decisions because the process feels complicated or intimidating. My job is to simplify it.I am...