Meet The Team

 

We’re Fun, Social & Business Savvy.

Tom Konkowski, MSFS

Managing Director, Wealth Management
Exemplar Consulting, LLC

Linkedin Email Phone
WHAT I LOVE ABOUT EXEMPLAR  

What I love about being at Exemplar is that our clients are able to work with like-minded professionals that are all working in the Client’s best interest. A lot of firms say they do this but there’s nothing like Exemplar’s in-house team, all with different skill sets, all rowing the boat in the same direction! Most of all, with Exemplar’s “Value Based Pricing Model”, our Clients understand the actual cost of getting their project completed even before we start!

AT EXEMPLAR Work Smart, Have Fun – See Us At Play
  1. Prior to joining, I created a firm much like Exemplar on a smaller scale. With Exemplar’s bandwidth, this is an amazing opportunity to help more people think differently on how they invest.
  2. Continuing my prior Firm’s theme of “Being Rich is More Than Money”, I help our Clients think differently about their money, their life, their work, their passions, their dreams, their goals……. in hopes to enlighten them on the real richness in their own lives.
  3. I will continue to do what’s right, not what’s easy. This takes character, competency, and courage – the result is trust.
  4. With a mindset of abundancy, I help my Clients, my peers, and my family understand that “someone doesn’t have to lose for someone else to win”, which creates a win-win-win environment.
  5. When creating wealth plans, mitigating risk out of a portfolio remains one of my highest priorities. Private Equity is my passion and I work to access different opportunities that could be appropriate for a Client’s needs and access to Capita

CREDENTIALS

Master of Science in Financial Services (MSFS)

Institute of Business and Finance

Certified Wealth Strategist® (CWS)

Cannon Financial Institute

The Retirement Income Certified Professional® (RICP)

The American College of Financial Services

FINRA Series 24, 7, 6, 65, 63

Certified Estate and Trust Specialist (CES)

Institute of Business and Finance

Certified Tax Specialist (CTS)

Institute of Business and Finance

 

Certified Income Specialist (CIS)

Institute of Business and Finance

Certified Fund Specialist (CFS)

Institute of Business and Finance

 

LEADERSHIP

  • Tom led a team of Financial Professionals at one of the largest Credit Unions in the country. He helped grow this division to be one of the largest investment platforms at the largest independent Broker / Dealer in the US.
  • Tom then started his own firm in 2009 where he operated several different Investment, Tax, Legal, and Insurance Businesses. He recently sold his Financial Services Firm (Vista Wealth Network) in February of 2020.
  • Current projects include growing the sport of Pickleball where Tom is a USA Pickleball® and Selkirk Sports® Ambassador. He also helped raise capital for one of the largest indoor Pickleball facilities in the US, Espire Sports, Prescott AZ.
THE REAL ME

A native of Arizona, Tom serves the community through various ministries at his church. He and his wife, Jacque have been married for 40 years, have two sons, one granddaughter and one grandson due in May of 2022. Tom’s leisure activities include golf, racquetball, travel and now pickleball where he is an IPTPA and PCI Certified Instructor.

MORE TEAM MEMBERS