Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
My areas of expertise include:
- Retirement Planning
- Income Protection
- Insurance Analysis
- Investment Management
- Employee Assistance/Transition Solutions Specialist
- Estate Planning
- Business Succession Planning
- College 529 Plans
- Special Care Planning
As a Special Care Planner, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families. My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members.
I’m a graduate of Champion High School in Champion, Ohio and have been a Financial Services Executive for over 14 years. I am a member of the Life Underwriters Training Council Fellow and also hold the FINRA Series 7 (General Securities Rep.), Series 65 (Uniform Investment Advisor Law) registrations, as well as life and health insurance licenses.
I reside in Cocoa Beach, Florida where I enjoy surfing, fishing and motorcycling in my free time.
I am licensed to sell Insurance Products in the following jurisdictions:
I am licensed to sell Securities Products in in Florida
- Insurance Strategies
- Special Care
- Business Owners
- Investment Strategies
- Financial Education
- Retirement Income Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Thomas’s Licenses and Disclosures