Thomas R Schilreff
Hello! I’m Tom Schilreff. I have been assisting pre-retirees and retirees like you since 1995. Through my programs, I have taught thousands of people strategies designed to protect and preserve their assets, increase their retirement income and reduce their taxes.
My home is in Farragut, TN. My firm, Schilreff Wealth Management, is a member of the Knoxville Better Business Bureau, Knoxville Chamber of Commerce and National Ethics Association. I am an alumnus of the University of Nebraska at Kearney and I have licensing in securities and insurance.
I attribute my success to relationships, staff, focus and passion. I believe some people leave their financial advisors not because of a lack of returns but, because of a lack of relationships. There is a very real bond evident at Schilreff Wealth Management between staff members and our clients.
Nancy W Schilreff, PhD
Hi! I am Nancy W Schilreff, PhD. As a former Professor of Psychology, my focus has been with assisting women, of all ages, to gain awareness, understanding and self-assurance in the world of finance. The dynamics of market movement, interest rates, taxes and healthcare are a wonder and a fear for many of my clients and my role is to provide them with solutions that will enable them to achieve and maintain the retirement of their dreams.
Often, we engage in client meetings with their families. It really brings a family together. It’s a way to educate the next generation and it’s a way for everyone to ask questions in one setting. We bond and every client is treated as a member of our family with whom we want to develop a caring and lasting relationship.