Thomas joined Finance Forward in 2025. He earned a Bachelor of Science in Business Administration (B.S.B.A.) from Elon University, graduating magna cum laude with a concentration in Business Analytics and a minor in Economics.
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 gained experience across several areas of corporate finance, including Financial Planning & Analysis (FP&A), program finance, and pricing. His analytical background and passion for problem-solving help him develop thoughtful, data-driven financial strategies tailored to each client's unique goals.
Thomas holds the Series 7* and Series 66 licenses, as well as a Life and Health Insurance license. He is currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and plans to sit for the exam in March 2027.
Outside the office, Thomas enjoys being active in his community by coaching Special Olympics basketball and softball. He is also an avid distance runner who enjoys the discipline, perseverance, and goal-setting that come with endurance sports.
*Series 7 securities registration held through LPL Financial and Series 66 registration held through both LPL Financial and Private Advisor Group.