Owner & Manager
Thomas has been serving clients for over 35 years through his thoughtful financial planning and desire to develop a deep connection with clients. He possesses a strong ability to listen to, engage, and empathize with clients while providing quality service. Thomas is registered with his Series 6, 63, 26, and 7, as well as having his Life/Health/Property/Casualty Insurance licenses.
Service and loyalty are important to Thomas, which he took to heart as he served in the Peace Corps for two years in Gabon, Africa. Thomas went to a junior college before entering the financial services industry. His career began with working at various securities & insurance agencies in their sales departments before joining OnTrac Financial.