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Thomas K

CFP®, ChFC®, Series 63, Series 65

Rathdrum, ID

The AmeriFlex Group

Thomas Kerfoot is a financial advisor with The AmeriFlex Group, holding CFP® and ChFC® designations and over 16 years of industry experience. His prior roles include founding Kerfoot Wealth Management and working at Northwestern Mutual Investment Management. He also conducts insurance sales under Kerfoot Financial Services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting solutions, utilizing model asset allocations and various manager relationships to meet client needs.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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