Focus: Insurance Strategies, Business Owners, College Funding Strategies, Group Benefits, Business Succession Planning, Retirement Income Planning, Estate Planning, Investment Strategies, Risk Management Strategies
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Thomas transitioned into the financial services industry after working in emergency medical services for more than 2 decades. Thomas and his family live in Nevada, Texas where they are involved in church and civic activities, and Thomas still volunteers as an EMS educator and paramedic.
Thomas spends much of his spare time promoting STEM education in underrepresented groups and mentors an NSBE Jr. chapter in Dallas, Texas where he teaches programming, robotics, and 3D printing.
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