Thomas P. Greuner, AIF®

Thomas P. Greuner, AIF®

Senior Wealth Consultant

Thomas P. Greuner joined the Independent Wealth Consultants team as a Senior Wealth Consultant in 2013.  He brings with him over 30 years of experience in the financial service industry.

Tom graduated from Texas State University in 1982 with a Bachelor’s of Business Administration in Finance.  In 1982 he started his professional career in banking and in 2001 acquired his securities licensing.  He currently holds Series 6, 7, 63 and 65 licenses as well as a distinguished AIF® (ACCREDITED INVESTMENT FUDUCIARY) designation.  

Tom received an array of recognition and certifications including Blueprint for Success Training as a Professional Real Estate Investor in 1996 and the President’s Club Award from R.W. Durham and Company for outstanding customer service and sales in 2003.  

He enjoys giving back to the community and it is evident through his involvement, both past and present, with Habitat for Humanity, Special Olympics and attending various school career fairs.  He is a past president of the Kiwanis Club of McAllen and currently sits on the City of Pharr’s Planning and Zoning Committee.  Tom enjoys helping his clients fully understand their individual situations and works with them to develop a financial “roadmap” that suits their needs and goals.

He and his wife, Janey, reside in Pharr, Texas.  His personal hobbies include reading, fishing, swimming, sailing, barbequing and watching a good movie with family.