Financial Advisor
(877) 807-2079
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Thomas specializes in personal wealth preservation, risk management, retirement planning along with tax planning for individuals and business owners. He also works with businesses on designing, implementing and maintaining retirement benefit programs.

He holds a series 7 (General Securities Representative), Series 66 (Uniform Investment Adviser – Combined State Laws) registrations, the EA (Enrolled Agent) designation and  Life Insurance Licenses.

Thomas enjoys spending time with friends and family and his favorite activities include rowing, golfing, biking, snowboarding and spending time on the Great Lakes.