Thomas Wells is originally from Dupo, Illinois. He is a graduate of Webster University and has a BA in Business Management.

In the past, Thomas was a lineman at Southwestern Bell, investing twenty-five years in telecommunications. During this time, he made inroads in his career to the financial industry, working part-time for a decade with his wife helping educate families about money, how to get out of debt and invest for the future. With The Chamberlin Group, Thomas is excited to be a part of a team that focuses on taking a holistic approach to financial planning and helping families in retirement.

When he’s not working with clients, Thomas enjoys spending time with his wife, Tami, their two children, Sydney and Tristin, and their four dogs. As a family, they are very involved in Scouts, marching band, football, and lacrosse. For Thomas, the family unit is of extreme importance, making the art of balance crucial. He loves cheering for his kiddos and is a huge Blues hockey fan looking forward to the next Stanley Cup.

Steven Crane is a serial entrepreneur and United States Marine Corps veteran known for high-preformance coaching and helping people break into the next level of their life. He has 125+ professional certifications and licenses, countless executive education programs under his belt, and multiple degrees. 

As a veteran who ecperienced homlessness while transitioning out of the military, Steven has a proven track record of successfully building and running companies focused on supporting and advancing people's professional careers. His overall mission is conquering limiting beliefs, introducing a world of possibilities, and ensuring no warrior is left behind. 

Steven Crane is a highly-respected advocate of the veteran community, dedicating 2,500+ hours of mentorship and volunteer work and delivering over $2.5B in benefits to veterans around the world. His work has been featured at NBC, FOX, ABC, CBS, MarketWatch, Digital Journal, Daily Herald, USA Today, and Bezinga. 

Jake joined Infinity Wealth Management in 2022, relocating to Asheville from Savannah, GA. He has five years of experience in the financial services industry, and he has a sincere passion for this kind of work. He currently holds his Certified Financial Fiduciary designation, Series 6, 63,65, and his NC life/health licenses. He graduated from Guilford College with a double major in Business and Accounting. 

Before coming to Infinity, Jake worked with an advisory firm based out of Raleigh, NC where he oversaw the investment operations. He enjoys digging deep into clients’ financial situations and recommending solutions in a comprehensive and responsible way.

When he’s out of the office, Jake spends time with his girlfriend, Bazhena. He has two cats, Jack and Loki, and a sweet old dog, Lady. He gets very involved in all his hobbies and considers himself “The Jake of all trades”. He likes to stay active by playing pickleball, golfing, disc golfing and one wheeling.

After attending the University of Texas at Austin, Tammie Tirres was provided the opportunity to work for a private real estate investment company.  During this time, she discovered that helping people reach their financial goals and become fully prepared for the future in order to enjoy their retirement without worry is what motivates Tammie and provides her purpose in her career.

Tammie appreciates that there are always opportunities for growth, development and knowledge.  She has a passion for learning and thrives in discovering innovative methods and finding solutions to problems.  Constantly learning how to better serve her clients is what keeps Tammie on her toes, which she truly enjoys.

Tammie leads with compassion and respect, two attributes that contribute to her admirable client relationships.  She genuinely wants to support her clients in reaching their goals.

Licenses & Certifications

Life and Health Insurance License

Securities License – Series 65

In 2008, Brooklynn Chandler Willy found her purpose and her passion in helping individuals and families plan for their future and reach their financial goals. She wanted to ensure that they could live their best lives, free from nagging financial concerns and hardships, with her help and guidance.

Brooklynn was led to this role by her own personal experience. She and her sisters lost their father and although he was a life insurance salesman, he did not have life insurance coverage, putting the family in a financial predicament. After following in her father’s footsteps in insurance sales, Brooklynn realized that she could do more than ensure families had the appropriate life insurance coverage. She saw the power in having a total and complete financial plan, guiding individuals and families forward with intentional preparation and risk management.

In launching her own firm, Texas Financial Advisory, and offering these services to her clients, Brooklynn is deeply aware of the depth of responsibility she has and she takes it to heart. It’s a job that comes with much trust and one that she always takes very seriously. Her calling to help others avoid financial dilemmas similar to the one she and her family experienced is what guides everything she and her team does.

Mr. Gotses is an honor graduate of San Diego State University with a B. S. in Finance with an emphasis in Financial Planning, with minors in Economics and Accounting; he was recognized as a member of several honor societies, including Beta Alpha Psi. Mr. Gotses obtained numerous securities and insurance licenses and designations including the Series 7, 63, 65, Life, Health and Disability, Long Term Care, Buy/Sell agreements insurance and Key Man Insurance certification.

Tom has been providing insurance and financial services in the Central New York area since 2006.  As a lifelong New Yorker, Tom graduated with his bachelor's degree from Syracuse University, made his home in Central New York, and raised his family here.

Tom defines success as the ability to connect with each client at their own level, to help them understand complicated financial concepts, and to create and implement individualized financial plans for them.

Jason M. Kurz is a Senior Financial Advisor and Executive Vice President at American Investment Planners. With 18 years of experience as an Investment Adviser Representative, Jason has been providing financial planning and wealth management services to high-net-worth individuals, nonprofits and small to mid-sized businesses.

Throughout his career, Jason has cultivated his experience in asset management, an integral component of comprehensive financial planning. He collaborates closely with clients to create diversified investment portfolios that align with their risk tolerance and investment goals, with the goal of preserving their assets and generating income. Jason takes pride in his personalized approach, tailoring financial plans to meet each client’s unique needs.

In addition to personal and corporate wealth management, Jason focuses on designing and implementing corporate retirement plans. He guides employers to help ensure compliance with the latest ERISA rules and regulations with the goal of empowering employers and employees with the knowledge to make informed investment decisions. Jason also collaborates with independent attorneys and CPAs to develop and implement customized estate plans, to help provide a seamless approach to retirement and estate planning.

Before joining American Investment Planners, Jason began his investment advisory career at Smith Barney/Citicorp Investment Services in Mineola, NY. He later joined Dreyfus, a BNY Mellon Company in Uniondale, NY. In 2007, he became a Registered Investment Advisor Representative at Signature Securities Group, where he and his team managed over $1.1B in assets for over 16 years.

Jason cherishes moments spent with his wife Jennifer and three children. Additionally, he has served as a volunteer firefighter for 14 years.

To speak to Jason Kurz about your financial goals, email him at Jason@americaninvestmentplanners.com or call him at 516-932-5130.

Michael Septimo’s emphasis on obtaining a comprehensive understanding of clients' financial situations before providing solutions reflects his dedication to their long-term success. A favorite quote of his, 'Failing to plan is planning to fail,' underscores his belief in proactive and strategic financial planning.

As a Certified Financial Fiduciary®, Michael is steadfast in his commitment to prioritize his clients' best interests above all else. This ethical standard drives his mission to simplify his clients' financial lives and establish himself as a trusted and lasting advisor. With tailored strategies spanning retirement planning, investments, wealth preservation, and legacy planning, Michael empowers individuals to navigate their financial futures with confidence and clarity.

Michael is a father of two beautiful children and a husband to his beautiful wife. He graduated from the Santa Rosa Junior College and Sonoma State University with his major in Communication studies. He prides in being a product of Sonoma County.