Thomas has extensive experience in investments and personal financial planning. He has earned both his Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations through rigorous coursework and practical experience. He is a member of Kanawha’s Investment Committee, as well as enjoys creating custom financial plans and investment solutions with clients.
He began his career as a Financial Consultant with Salomon Smith Barney in 1998. He then served as an Investment Specialist with the Northwestern Mutual Financial Network and an Investment Consultant with SunTrust Investment Services.
Thomas has an undergraduate degree from the University of Virginia and completed the post-graduate McIntire Business Institute from UVA’s McIntire School of Commerce. He also completed the Financial Planning Certificate Program at Virginia Commonwealth University.
Outside of the office, Thomas likes to watch his children compete in various athletic endeavors with his wife, exercises, and plays golf. He has been active in the community by serving on the Richmond Kiwanis Board of Directors, Chairman of the Bon Secours Richmond Health Care Foundation Professional Advisory Council, and a member of the Richmond First Tee Leadership Advisory Board.
phone: (804) 359-1654