Thomas has been in the financial services industry since 2015, working in various companies' insurance sales and retirement planning. He has his Series 7, Series 66, and Ohio Life and Health Insurance licenses and is working toward obtaining the CFP® certification. In addition, Thomas has a B.S. degree in Exercise Physiology from Kent State University and was a Strength and Conditioning Coach for the University of South Florida and Notre Dame College. Thomas works alongside Jon to service our existing clients and will help with our marketing efforts to bring new clients to the firm. In addition to these services, Thomas works with clients to develop customized financial and retirement plans. In his spare time, Thomas enjoys going to new restaurants with his wife, grilling, playing volleyball, working out, and playing with his two dogs.