Thomas serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Thomas customizes his communication and approach to focus on a thorough understanding of your circumstances in order to provide you with a very specific plan to help achieve your goals.
Thomas brings a wide array of experience to the world of finance and education. Prior to joining Creative Planning, Thomas spent time as a Wealth Strategist and then as a Senior Consultant within the financial services industry. Both roles focused deeply on educating high net-worth individuals, families, and business owners on the complexities of investments and financial planning.
Thomas earned his bachelor’s degree from Morningside College, and has earned the Certified Financial Behavior Specialist® through the Financial Psychology Institute, by completing graduate work at Creighton University. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Thomas and his wife Kelly have three children – daughter, Reese and sons, Alex and Sam. Outside of the office, Thomas spends every waking minute with his wife and children, and is a passionate student of history, philosophy, business, and psychology.