Designations and Licenses

Thomas is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Chartered Financial Analyst® designation and is an Enrolled Agent with the IRS.

Experience and Education

Thomas provides clients with comprehensive wealth management services to help them achieve their goals and provides integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Thomas was lead financial advisor at Pattern Advisors LLC. As a member of the leadership team and principal, he onboarded and advised its first clients and guided the development of a financial planning and asset management platform. Before that, he was financial planner/office manager at Retirement Money Management LLC, where he provided financial planning services to high-net-worth families while managing the firm’s customer support staff.

Thomas has a Bachelor of Arts degree in economics from the New College of Florida.

Personal Interests

Away from the office, Thomas enjoys cooking, traveling and chess.