Thomas is a paraplanner that brings over 12 years of experience in corporate finance to Northern Lights Advisors, Inc.
In his role as a paraplanner, he ensures that Martin and Kris and their clients are supported and successful. Thomas constructs and updates financial plans, researches financial planning questions, manages and creates processes, and provides back-office support to Martin and Kris. Thomas also assists with the administration of financial plans which is crucial to clients reaching their financial goals.
He loves helping to facilitate financial success and does a tremendous job assembling all of the pieces that put financial strategies into motion.
Thomas earned his Bachelor of Science and MBA from Johnson & Wales with a concentration in Financial Management.