Thomas joined Finance Forward in 2025. He earned a Bachelor of Science in Business Administration (B.S.B.A.) with a concentration in Business Analytics and a minor in Economics from Elon University, where he graduated magna cum laude.
Prior to joining the firm, Thomas spent five years in the defense contracting industry, where he was selected for a finance leadership development program and held roles across corporate finance, including Financial Planning & Analysis (FP&A), program finance, and pricing.
Thomas holds the Series 7* and Series 66 licenses, as well as a Life and Health Insurance license. He is currently working toward the CFP® certification and plans to sit for the exam in March 2027.
*Series 7 securities registration held through LPL Financial and Series 66 registration held through both LPL Financial and Private Advisor Group.