My story
Jeffery Thomas
I help clients achieve their goals. You know the sense of accomplishment that you enjoy after a job well done? That's why I do it. I have a talent of helping people solve complex problems and explaining complex topics in a common sense way to understand.
I started my career in financial services with one of the largest firms. I focused on a financial planning approach rather than a sales approach and became the top producer of investments in the company. Part of my work was to mentor and coach other and to build teams of successful advisors. I moved to a wire house brokerage firm where i further developed my financial planning with specialized training from the College for Financial Planning and earned the AAMS designation. (Accredited Asset Management Specialist) I left the brokerage firm to start my own independent firm with a focus on financial planning and money education.
