Newburyport, Massachusetts Office
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Thomas finds showing clients the path to a successful retirement especially rewarding in his career in wealth management.
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With more than 24 years of experience as a financial advisor, Thomas joined EP Wealth Advisors in 2023. He previously served as a principal and cofounder of Resolute Financial, LLC. Prior to focusing on financial planning, he held management positions in bank operations, mutual funds, and information systems.
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Thomas holds a B.A. from Lawrence University and earned the CERTIFIED FINANCIAL PLANNER™ designation from the CFP board. As an enrolled agent with the IRS, he is qualified to assist clients with portfolio tax strategies and provide tax planning for those entering retirement.
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When he’s not helping clients reach their goals, Thomas enjoys getting outdoors for a walk in the woods with the family dog.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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