Has a passion for cultivating relationships and being a “financial quarterback” for his clients as they navigate their financial journey.
Joined Lido: 2023
Homebase: Florida
Professional Focus: Drawing on his early career in the medical field, he approaches planning with a preventative lens: anticipating risks, addressing concerns early, and guiding clients with clarity and care. Thomas is committed to cultivating long-term relationships and helping clients feel confident as they move through each stage of their story.
Professional Designations: CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® professional
Education: B.S.B.A., Financial Services, San Diego State University
Previous Work Highlights: Previously worked at Aspiriant in a client service and planning role, assisting individuals and families with retirement planning, estate planning, education planning, and tax minimization strategies.
Personal Facts: Based in central Florida, he enjoys reading across a variety of genres, hiking, staying active at the gym, and spending time on the golf course.
*Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
