TMS Financial

At TMS Financial, giving back to our community is an important part of who we are.

During tax season, our team participated in Denim Days, where employees could donate to wear jeans on Fridays. Thanks to the generosity of our team members, we are proud to present a donation of $5,500 to Ribbon of Hope, a wonderful organization dedicated to providing support, resources, and hope to individuals and families affected by breast cancer.

We are grateful to our employees for making this contribution possible and honored to support an organization that makes such a meaningful difference in the lives of others.

Together, we can help bring hope to those who need it most.

Our TMS Financial family is growing!

Recently, our team came together to celebrate Tallon Schuster and his wife, Meghan, as they prepare to welcome their baby boy. Thanks to the generosity of our investment team, we were able to shower them with thoughtful gifts to help make the journey into parenthood a little smoother.

One of our favorite gifts? A baby onesie that says, "World's Cutest Tax Deduction" – a perfect fit for the TMS family!

We are excited for Tallon and Meghan as they begin this wonderful new chapter and can't wait to meet the newest member of their family.

Happy Flag Day! Today we honor the symbol of our nation's unity, strength, and resilience. Let's proudly wave our flags and celebrate the land of the free and the home of the brave!

We’re Hiring: Senior Staff Accountant

At TMS Financial we believe a great career doesn't require burnout.

We're growing our team and currently hiring a Full-Time Senior Staff Accountant who will positively impact our clients and wants to thrive in a culture that values balance, flexibility, and long-term sustainability.

What sets us apart?
Offer Flexibility
Competitive benefits & compensation package
Great work/life balance
Employee-focused culture

You’re a great fit if you:
Are detail-oriented
Have excellent communication skills
Will deliver best-in-class service
Want to grow your career without giving up your life

Learn more and apply now @ https://tmsfinancial.bamboohr.com/careers/91

Welcome to the Team, Will!

Please join us in welcoming Will Sullivan to the TMS Financial team as our newest Paraplanner.
We’re excited to have Will on board as we continue delivering thoughtful, client-focused financial and tax solutions.

We look forward to the knowledge and perspective he adds to our growing team.

Welcome to TMS Financial, Will – we’re glad you’re here!

Please join us in welcoming our Summer Finance Interns, Lana Bussiere and Kianna Aures, to TMS Financial!

We're excited to have Lana and Kianna joining our team this summer as they gain hands-on experience in the financial services industry. Throughout their internship, they will have the opportunity to learn about wealth management, accounting, tax services, and the day-to-day operations that help us serve our clients.

At TMS Financial, we are committed to investing in the next generation of professionals, and we're looking forward to sharing our knowledge while learning from the fresh perspectives Lana and Kianna bring to our team.

Welcome, Lana and Kianna! We are excited to have you with us and look forward to a great summer together.

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

May is Disability Insurance Awareness Month!

It’s all about the importance of protecting our income and financial well-being in case of unexpected disability.

Contact us today to discuss your insurance options.

As we enjoy our freedoms and blessings, let us take a moment to reflect on the sacrifices made by so many men and women who have served our nation. Thank you for your service and dedication.

It’s Lucky Penny Day! Did you know that Benjamin Franklin reportedly designed the first penny in 1887? Or that they were originally quite big and heavy; they were minted into smaller sizes for the first time in 1857. Good luck on your monetary adventure!