“I am thankful for the great relationships built over the years and the trust and confidence clients instill in me to grow their portfolios and provide recommendations.”

A lifelong Hawkeye fan, Thomas earned a bachelor’s degree in finance from the University of Iowa.  Thomas has earned the Chartered Financial Analyst (CFA) designation* and the CERTIFIED FINANCIAL PLANNER™ certification. In his role as Portfolio Manager, Thomas assists in creating and implementing investment strategies and processes to meet clients’ financial goals.

Thomas serves on the Board of Directors for CFA Society of Iowa, as Secretary, and is an active member of FPA of Iowa, and a graduate of the West Des Moines Leadership Academy.

Thomas and his wife, Taylor, live in their hometown of Ankeny with their two daughters. Together they enjoy traveling, cheering on the Hawkeyes and spending time with their friends and family.