Thomas joined the Philadelphia Group as a Partner in 2009 with more than 15 years of financial service experience. Thomas has worked with the Asset Management and Trust group of a top mutual fund family, the Private Client Group of a leading investment bank, and most recently as a Vice President of Wealth Management for a national bank. He earned his Bachelor of Science in Economics from the State University of New York, his MBA from Penn State, and did his CFP coursework at The American College in Bryn Mawr, PA.
Thomas is a CERTIFIED FINANCIAL PLANNER Practitioner. This designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP certificates also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Thomas attends Christ Community Church in West Chester, and resides in Wayne, PA with his wife Natalie, and his children Clay, Nathan and Sky.