What You Can Expect from Thomas:

Thomas believes meaningful client relationships begin with listening and understanding each person’s story. As an Advisor Apprentice, he works alongside the advisory team learning how thoughtful financial planning connects each client’s priorities with their long-term goals. His analytical mindset and attention to detail shape the operational support he provides, helping keep information organized and client meeting preparations on track. As he builds his knowledge toward a future career as a financial planner, Thomas approaches each opportunity with curiosity, care, and a commitment to continuous improvement. His desire to serve others reflects OGWP’s dedication to stewardship, collaboration, and lasting client relationships.

Knowledge & Experience:

Thomas brings a well-rounded financial background developed through four undergraduate internships across multiple areas of the industry, including Equity Research and Institutional Sales & Trading at CL King & Associates, Investment Banking at Cambridge Wilkinson, and Client Administration at Hamlin Capital Management. These experiences strengthened both his analytical thinking and his appreciation for how every aspect of financial planning works together to support long-term client success. He earned his Bachelor of Science in Finance with a Certificate of Entrepreneurship from the Purdue Daniels School of Business. Thomas currently holds his Series 7 and 66 registrations through LPL Financial and is actively furthering his education in financial services.

Get to Know Him:

Thomas enjoys traveling and experiencing new places while maintaining an active lifestyle through fitness. A passionate sports fan, he proudly supports the New York Mets, Jets, and Knicks. Whether exploring a new destination, staying active, or spending quality time with family and friends, Thomas enjoys making the most of every opportunity to create lasting memories.