Thomas, a graduate of the U.S. Naval Academy spent his career in the field of cryptology and intelligence and retired at the rank of Lieutenant Commander. His career experience within the intelligence community provided the basis for the disciplined and analytical approach to investing and the comprehensive nature of retirement and financial planning. Thomas attended Pepperdine University’s School of Business and graduated with an MBA in Finance.
He has held very senior leadership roles in a diverse field of investment firms such as XTF Global Advisors, a pioneer in Exchange Traded Funds, ETF’s, at Prudential an industry icon for Variable Annuities, Qualified Plans and Mutual Funds, GE Asset Management for Mutual Funds and Alternative Investments and M&O Marketing for Indexed Annuities and permanent Insurance solutions.
An investment advisor who specializes in Retirement Planning, Capital Preservation and Investment Strategies he leverages his investment acumen, planning experience and relationships for the benefits of his clients.
Thomas has acted professionally in a number of performances in leading roles and directed several plays in community theater. Presenting in front of large audiences is second nature to him and teaching others to be comfortable and impactful is a passion. He has been media trained for television, radio and print media.
No person is ever left behind in his training and motivational seminars. The information he shares is designed empower his students long after the seminar.
Areas of Focus For Speaking
Thomas is a dynamic, transformative, high energy speaker who engages his audiences and brings their experience to a new high. He has built, trained and led top performing national teams that continually bested the competition.
With an incredibly diverse career experiences from the military and intelligence community, corporate finance, teaching at a major university to creating a documentary he is able to inspire his audiences with insight, empathy, knowledge and vision.
More About Thomas
Thomas is married to love of his life, Louise and the love of her life Koukla, their Shih Tzu. A true New Yorker they were married in Central Park, a favorite destination for them whenever they are in the city. They enjoy New York’s cultural scene and frequently attend plays, new and interesting restaurants, museums and concerts. An avid fitness enthusiast Thomas trains daily, cycles whenever possible and runs the hiking trails to push the envelope of endurance. Director “Broken Hearts” a documentary focused on the early diagnosis of women’s heart disease While directing “Broken Hearts” the documentary about women’s hearts disease, he was privileged to interview, film and befriend many of the country’s leading authorities on health, nutrition and exercise. The experience was transformational.