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Tommy Modec

Tommy Modec

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$250one time
Next Available: 8/19/2026 2:00 PM
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$3,000one time
Next Available: August 2026

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$225/ month
(billed $675 every three months)
6/10 spots available!
Which service is right for me?

About Tommy

9
years of experience
568
The Hour meetings
9
The Plan engagements
4.99
average review

Bio

I started my career in financial services right out of college working for two of the biggest names in business. After several years, I opened my own financial advisory firm because I loved the impact I had on my clients’ lives, but hated the conflicts of interest that came along with working for the big box firms. If you are looking for a fun, engaging and welcoming environment (with possible Golden Retriever appearances) and easy-to-understand advice, then we'd be a great fit!

I Can Help You With

401k rollover
Annuities
Budgeting
Debt management
Faith based investing
Getting started with investing
Insurance
Investing for kids
Portfolio review
Student loans

I Enjoy Working With

Families with children
FI/RE
Millennials / Gen Z
Pre-Retirees
Teachers & educators
Young couples

Personal Stuff

Outside of work, I love spending time with my gorgeous fiancée, Hannah, and our handsome Golden Retriever, Finn. Other loves in my life include: Jesus, my family, the Minnesota Vikings (sadly), the music of John Mayer, and the writing of Ernest Hemingway.

Education & Designations

University of Minnesota
B.S., Finance

Experience

Counterculture Wealth
Founder
2022 – Present
M&E Catalyst Group
Financial Planner
2021 – 2022
Northwestern Mutual
Financial Advisor
2017 – 2021

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.

The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).

The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.

The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Tommy Modec — Fiduciary Financial Advisor | Nectarine