Thomas is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial services industry. After spending most of his career working on wealth management teams at an independent advisory firm, Thomas was excited to join the team at Facet. Thomas has a passion for helping his clients navigate their day to day financial lives and plan for the future. Thomas believes that financial success can be defined in many ways and he works closely with his clients to help them define what it means to them and to put a plan in place to achieve it.
Education: St. Joseph’s University (BA)
"Do what you can with all you have, wherever you are." - Theodore Roosevelt
Get to know Thomas
Having fun at an elephant reserve in Chiang Mai, Thailand.
Hiking through Arches National Park in Utah.
Family walk high above San Francisco.
Celebrating our baby boy’s 1st Birthday!
What's the coolest thing you're working on right now?
Helping my one year old son discover the world!
Where's your favorite place in the world?
Napa Valley. Beautiful weather, amazing scenery and great wine. What more could you ask for?
What's the craziest thing you've ever done?
What was the best concert you ever attended?
Amos Lee at the Fox Theater in Oakland, CA. One of my favorite musicians and a very cool venue.