Thomas joined the IDA team in 2015. He earned a B.S. in Finance from the California State University, San Marcos College of Business Administration. Thomas currently holds his Series 65, California Life and Health insurance license and is presently pursuing his Certified Financial Planner (CFP) designation.
He plays a key role in advising IDA clients while specializing in creating customized investment strategies tailored to meet specific retirement, tax, estate and insurance planning needs. Thomas is motivated and fulfilled by building personal relationships with clients, and particularly in using those relationships to help clients navigate life’s inevitable challenges and bring their comprehensive financial goals to fruition. He strives every day to truly have his client’s best interests at heart with every piece of advice, and appreciates how each client is truly supported by the collective expertise of the entire IDA team. Thomas is also a member of IDA’s portfolio management team and investment committee.
Outside of work, Thomas dominates the basketball court (he claims), and enjoys any sport involving water. He may also be found hunched over his cards during family poker and blackjack tournaments. Thomas currently lives in Carlsbad with his wife Nicole.