My Mission

Individuals
Families
Seniors
Small Businesses
Financial Planning Process
Asset Management
Education and Experience
Investing in Today's Environment
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Education and Experience

Education

Passed the Certified Senior Advisor (CSA)™ Certification Examination

Passed the CFP™ Board Certification Examination

Certificate in Financial Planning - Widener University. This is a masters level curriculum accredited by the Certified Financial Planner Board of Standards.

Masters of Business Administration - Widener University

Bachelor of Science Administration ­ Michigan Technological University

Bachelor of Science Mechanical Engineering - Michigan Technological University

 

Experience

I have over thirty years of business and financial experience. Twenty years was spent with a large corporation and the balance working in small companies. I started my financial planning practice in late 1999 and formed Thomas Financial Planning as a sole practitioner in January 2001 to provide personal attention to my clients' needs.