As a registered Wealth Manager, Thomas has the privilege of working with all levels of clients to serve as their single point of contact for all financial matters. Thomas uses a disciplined approach to assist clients through the development, implementation, and maintenance of their personalized investment plan. While following this approach, he has guided clients through the wealth accumulation, wealth preservation, wealth distribution, and wealth transfer phases of their lives.
Currently serving as a Business Consultant and Divisional Recruiting Manager, Thomas has experience with asset management, retirement planning, retirement consolidation, insurance planning, college planning, and 401(K) strategies. Thomas has Series 7, Series 63, Series 24 registrations through LPL Financial, Texas Life, Accident, Health, and HMO licenses & is a LPL Investment Advisor Representative - all currently held with LPL Financial.
Thomas began his financial services career over 20 years ago at United Services Automobile Association (USAA). During his 12 years at USAA, he specialized in property and casualty insurance and investment strategies. In 2003, Thomas joined Banc One Securities / Chase Investment Services as a Financial Advisor in Scottsdale, AZ and shortly after, moved back to his hometown, San Antonio, Texas. In February of 2006, Thomas became the Investment Sales Manager for the Southwest Texas / Border Market and quickly became a Top Producing Manager in 2006 and 2007. In February of 2010, Thomas left Chase Investment Services Corporation to join SWBC Investment Services, as a Financial Advisor. After 18 months at SWBC Investment Services, Thomas founded Revolution Wealth Management to focus on delivering services and strategies to his clients.
Thomas is a native of San Antonio, Texas and after spending a few years in Phoenix, Arizona is very happy to be home. Thomas is a proud graduate of the University of the Incarnate Word with a Bachelors of Business Administration in Management. In his spare time, Thomas is very involved in the community through church and youth sports at Our Lady of Guadalupe in Helotes. Most importantly, he values quality time with his wife, Jessica and two daughters, Lexi and Lola.