Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using, we think the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
|Firm Start Year:||2020|
|Number of Years with Current Firm:||1|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Investment Types:||Annuities, Commodities, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Insurance, Options & Futures, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, At my office, At your home, Our Offices, Video Conference, At your office, Via Email|
|Assets Managed by Advisor:||$40,000,000|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Masters of Business Administration - Business||
Francis Marion University
|Certificate of Financial Planning - Financial Planning||
|Bachelor of Science - Management||
University of South Carolina
Thomas has a decade of experience in the financial planning industry which we believe helps him have a unique understanding of what it takes to align his client's objectives with their desired aspirations. Thomas's passion is developing personal relationships with clients, understanding their priorities, and guiding them to potentially reaching their long term financial and personal goals. Thomas is a graduate of the University of South Carolina and earned his Masters of Business Administration from Francis Marion University. Shortly after obtaining his M.B.A., Thomas completed coursework at Emory University and met the rigorous education, training, and ethical standards in order to become a CERTIFIED FINANCIAL PLANNER". Thomas welcomes the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy. When Thomas is not spending time helping clients, you can find him spending time with his wife, Caroline, and his pup, Robby, and enjoying the outdoors with friends. Thomas is also an avid golfer and enjoys the lifelong pursuit of the perfect swing. CFP® and CERTIFIED FINANCIAL PLANNER" are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Thomas has a decade of experience in the financial planning industry which we believe helps him have a unique understanding of what it takes to align his client’s objectives with their desired aspirations. Thomas’s passion is developing personal relationships with clients, understanding their priorities, and guiding them to potentially reaching their long term financial and personal goals.
Thomas is a graduate of the University of South Carolina and earned his Masters of ...more
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|