Recognized by InvestmentNews as one of the best wealth advisors under 40 in the USA, Thomas is a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent for the IRS. He founded Retire To Tellico and Refine Your Plan, a financial coaching company. He is an Adjunct Lecturer of Personal Finance in the Haslam College of Business at the University of Tennessee - Knoxville, where he leads a group of 100+ finance students seeking to work in wealth management.
He is on the Board of the Financial Planning Association of East Tennessee as the Director of Pro Bono Financial Planning. He serves as the Treasurer of the East Knox Free Medical Clinic. He has volunteered as a tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program.
He served a Christian mission in Colombia, South America for two years and is fluent in Spanish. He continues to volunteer for his church, serving as a leader in the youth program.
In his free time, he enjoys an active lifestyle with his family, strategy games, and pickleball. He is a proud sponsor of the Tellico Village Pickleball Club.
