What You Can Expect from Thomas:

Thomas believes every successful financial plan begins with understanding each client's story. His passion for continuous learning and genuine desire to serve others reflect OGWP’s commitment to stewardship, precision, and lasting client success.

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 Securities Industry Essentials (SIE) registration 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.