Thomas has been a trusted advisor in the financial services industry since 2011. He has been guiding clients by taking a holistic approach to both investment advice and investment planning. As a Wealth Manager who holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, Thomas works with high-net-worth families and individuals to customize portfolios by using strategies that are active, yet practical and tailored to the specific needs of each client. Thomas truly believes in open architecture and active management.

Prior to joining the Quillion team, Thomas was a Vice President at CNL Securities where he educated financial professionals on the complexities of Private Credit and Real Estate Investment Trusts. Realizing that his true passion was educating investors and working with people, Thomas joined Ameriprise Financial as a financial advisor in 2014. In 2019, Thomas was recognized as a Top Next-Gen Wealth Advisors by Forbes and has been a Five Star Wealth Manager since 2021. Thomas currently holds the Series 7, 63, and 65 registrations and Maryland Life and Health Insurance License.

Thomas graduated from the College of Charleston with a degree in Corporate Communications and a minor in Business Administration. He served as President of the Interfraternity Council and was inducted to the College’s Hall of Leaders. Currently, Thomas is a member of the board for Re-Entry, a non-profit organization that connects local business leaders and international students from their native countries. Thomas, an avid golf and tennis player, lives in Easton, Maryland with his wife Allison, son Holden, daughter Harper, and their chocolate lab, Halsey.

The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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