Meet the team.

Associate of Arts: Santa Monica College: Sociology

Bachelor of Science:  University of Utah Environmental and Sustainability Studies

Masters of Business Administration: David Eccles School of Business University of Utah

Series 7, 66

Life and Health Insurance License

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Thomas was born in St. Louis, Missouri where he resided before migrating to Southern California to concurrently finish high school and college in Santa Monica, CA. After extensive travels visiting nearly every continent in the world, Thomas moved to Utah to apply his passion in environmental and sustainability studies at the University of Utah where he finished his bachelors degree while fundraising over $250k for the various engaging sustainability projects across the multiple buildings across the university's campus. Thomas’s passion for understanding how and why the world works through the lens of economics and finance led him to business school where he completed his Masters of Business at the University of Utah.

Thomas is nearing his tenth year of service in the financial industry as a professional wealth management advisor. His career started as a Series 3 commodities advisor whilst he managed complex futures and options portfolios for clients. His career has evolved into applying a long term investment philosophy with a detailed financial plan to provide carefully curated recommendations catered to each family he works with. Thomas has also chosen to specialize in working with various federal employees because of their unique planning needs. He helps provide balance to the exceptional government benefits these service men and women have with the rest of their sometimes complex financial picture. Through extensive training and implementation, Thomas has learned the particulars of the various federal benefit programs and enjoys being of service to federal families to make the most of their benefits; both while working as well as in retirement.

In his free time, Thomas enjoys being with his son Harrison and teaching him new things about life, helping others, and having fun. Thomas is a passionate and accomplished plant-based ultra endurance athlete with finishes at UltraMan, Ironman, and many Ultramarathon events in and around Utah where he is able to hone and sharpen his mental, physical, and spiritual state so he can continue to deliver the best version of himself for his family and the clients he serves.

Favorite Book: The Monk Who Sold His Ferrari, Robin Sharma

Favorite Food: Avocados

Favorite Movie: No Country for Old Men

Bucket List: Space travel, Great Barrier Reef Diving, Climb the Seven Summits

Favorite Destination: The Sacred Valley of the Incas in the Andes of Peru