Thomas joined the IDA team in 2015. He graduated from California State University San Marcos with a Bachelor’s Degree in finance, where he was a 3-time Dean’s List award winner. Thomas holds a Series 65 securities license and serves a critical role in advising/directing client service across the firm. His analyst role places him at the forefront of portfolio construction, implementation and rebalancing. In his free time, Thomas enjoys playing sports and spending time with family and friends.