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Back Office Specialists

Through our relationship with FSC Securities Corporation and Advisor Group, Inc., we have access to an experienced and credentialed retirement plan support team. Here are a few of those experienced team members:

Joe Thomas, CFA Photo
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Joe Thomas, CFA

REGISTERED PRINCIPAL | INVESTMENT ADVISOR REPRESENTATIVE with FSC Securities Corporation

FSC Securities Corporation



Joe Thomas, CFA

REGISTERED PRINCIPAL | INVESTMENT ADVISOR REPRESENTATIVE with FSC Securities Corporation


Joe began his full-time career in the Financial Services Industry in May of 2007. Joe is an Investment Manager and in charge of firm compliance for advisors across the Midwest. He is responsible for leading the investment team through analysis of investment options within our managed portfolios as well as customized investment plans for clients. Joe is a CFA Charterholder, holds a masters of finance degree from Walsh College and a BA from Northwood University. Joe is also a Registered Principal and an Investment Advisor Representative.















David Thomas Photo
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David Thomas

Securities Representative with FSC Securities Coporation

FSC Securities Corporation


David Thomas

Securities representative with FSC Securities Corporation


David has over 40 years of experience in the financial services industry, specializing in working with business owners in the areas of life insurance and qualified retirement plans. David helps closely-held businesses realize the wealth their business has created while also allowing the business operations to continue through generations. David received a Bachelor’s degree from Michigan State University. Since his playing days on the Michigan State Football Team, Dave has been an avid fan of Michigan State Athletics and regularly attends football games. He is a board member of the MSU Varsity Club, a club created for athletic letter winners of the program. He has been involved in Legatus and the Fellowship of Christian Athletes. David has earned his CHFC and CLU designations and is a securities representative.

Bradley Thomas, CFP® Photo
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Bradley Thomas, CFP®

Investment Advisor Representative with FSC Securities Corporation

FSC Securities Corporation

Bradley Thomas, CFP®

Investment Advisor Representative with fsc securities corporation


Bradley has specialized in retirement income planning since entering the financial services business in 2005. Through client interaction and industry knowledge, Brad builds customized portfolios that are designed to generate “consistent and sustainable” cash flow. In 2015, Bradley earned the CERTIFIED FINANCIAL PLANNER™ designation. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. The mission of the Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. Bradley received a Bachelor’s degree from Northwood University. He is an Investment Advisor Representative and is a Series 7 securities representative.


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Peter Hirsch

Vice President, Retirement Plan Supervision with Advisor Group, Inc.

Peter Hirsch


Peter Hirsch

vice president, retirement plan supervision with advisor group, inc.


In this role, Peter is charged with leading and directing all of FSC Securities’ and Advisor Group’s ERISA/Qualified Plan compliance and supervision related procedures. Some of his duties and responsibilities are to:
  • Lead firm-wide efforts in the developing and maintaining a comprehensive compliance-focused infrastructure built to provide the necessary compliance and supervision controls on financial professionals conducting ERISA based plans.
  • Lead a firm-wide effort around building out and maintaining supervision procedures related to ERISA based plans.
  • Provide expertise around retirement plans and ERISA rules/regulations during both policy discussions and policy development.
  • Educate and regularly train Advisor Group’s field force as well as home office teams such as Regional Field Supervision and Branch Office Examination on ERISA related matters.

Peter has been with Advisor Group for 21 years, starting with SunAmerica Securities in Phoenix, AZ. He spent 11 years in the Product Development department supporting Retirement Plans and College Savings Plans.

Peter holds an MBA from WP Carey Business School at Arizona State University, and a Bachelor in Secondary Education (Concentration Mathematics) from Kansas State University. He holds FINRA Series 7, 24, 63, 65, 53 and 4 licenses, and ERISA Fiduciary Designations (AIFA®, PPC™, GFS™).


Check the background of this firm/advisor on FINRA’s BrokerCheck.