Thomas Mahfet, CFP®
Thomas joined HFG in 2021. He graduated from Western Michigan University in May of 2020 with a 4.0 GPA and Suma Cum Laude honors. He holds a bachelor’s degree in Business Administration with a major in Personal Financial Planning and minors in General Business, Economics, and Business Analytics. Thomas was proudly selected as the Presidential Scholar for the Finance and Commercial Law department in 2019 which is the highest academic award that WMU bestows upon its students. Thomas interned at Herbert Financial Group back in 2017. After he completed his internship, he went on to work for another financial services firm in Michigan for four years before coming full circle and joining the HFG Team as a full-time Paraplanner. Due to his hard work and dedication, Thomas was promoted to a Wealth Advisor in May of 2022.
Thomas is also a CERTIFIED FINANCIAL PLANNER™. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.