Email Thomas

Thomas began his career in financial services with one singular purpose…to help people with the complexity of their financial planning using a comprehensive and holistic approach. More than a decade later, he continues to excel in understanding the complexity of his clients’ goals and objectives. Thomas is passionate about creating financial strategies that help address his clients’ overall needs.

Thomas graduated magna cum laude with a bachelor of science in financial planning from the prestigious Ross College of Business at Franklin University in Columbus, OH. Most recently, he obtained the CERTIFIED FINANCIAL PLANNER™ certification. Thomas stays very involved in his industry and is a member of the National Association of Insurance and Financial Advisors (NAIFA^®), the Toledo Estate Planning Council, and the Society of Financial Services Professionals™.

Thomas is an Investment Adviser Representative with Eagle Strategies, LLC, a registered representative with NYLIFE Securities, LLC, and a licensed agent for life and health insurance.

He is a qualifying 2019 member for MDRT's^* Court of the Table and has been named a member of New York Life Insurance Company's Chairman's Council.^**

Thomas is a member of the Toledo Rotary Club in Toledo, OH.  He serves on the Board of Directors for the Toledo Country Club in Toledo, OH.  In his free time, Thomas enjoys spending time with his wife, Christine, and their daughter, Sophia. He also enjoys being out on the golf course and bass fishing. Thomas and his family remain actively involved in their local church and other various community organizations.

*MDRT , The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
**Members of New York Life’s Chairman’s Council are among the top 3% of New York Life's elite sales force of more than 12,000 licensed agents.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.