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With over 17 years of experience, Thomas has empowered high-achieving individuals and business owners to make informed financial decisions in areas such as investment strategies, wealth preservation, estate planning, business succession, and philanthropy. Based in Toledo, Ohio, and serving clients locally and beyond, he is renowned as a leading financial advisor, dedicated to simplifying complex financial planning with a comprehensive, client-focused approach, consistently delivering tailored solutions to meet his clients' unique goals. His clients value his ability to translate complex financial concepts into clear, actionable plans that secure their financial futures.

A magna cum laude graduate from Franklin University's prestigious Ross College of Business, Thomas holds a Bachelor of Science in Financial Planning and the CERTIFIED FINANCIAL PLANNER^® certification*, underscoring his commitment to professional excellence. Actively engaged in his field, Thomas is a member of the National Association of Insurance and Financial Advisors (NAIFA^®).

As an Investment Advisor Representative with Eagle Strategies, LLC, a registered representative with NYLIFE Securities, LLC, and a licensed agent for life and health insurance, Thomas brings as wealth of expertise to his practice. He is also a member of the New York Life Insurance Company's Chairman's Council^**, an elite group representing the top 3% of New York Life's sales force of more than 12,000 licensed agents, and has qualified within the top 100 for the past two years.

Thomas is deeply involved in his community as a member of the Toledo Rotary Club. In his free time, he enjoys playing golf, fishing, traveling with his wife, Christine, and their daughter, Sophia, and spending quality moments with his family. Thomas and his family are active participants in their local church and various community organizations.

Thomas is committed to empowering your financial future with clarity and confidence - connect with him to start your financial journey today.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.  

**Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.