Wealth Advisor Associate
Walnut Creek, California
As a Wealth Advisor Associate at EP Wealth, Thomas enjoys the ability to be a fiduciary for his clients because he values putting their needs before anything else.
Thomas had over three years of experience in the finance industry when he became a part of EP Wealth Advisors. Thomas’ previous roles included International Trade Analyst with the U.K. Government, Business Development Consultant with LPL Financial, and Investment Analyst with Benefit Financial Services Group. He holds an Investment Advisor Representative (series 65) License and plans to pursue his CFP® soon.
Thomas received a B.S. in Finance from Concordia University, and played NCAA collegiate tennis at both the Division 1 and Division 2 levels.
When he’s not at work, Thomas enjoys meeting new people and traveling, while staying as active as possible. Thomas also enjoys giving back to the community, shown by his time in England where he volunteered at multiple food banks.
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