Industry Start Date: 2016
KAR Start Date: 2021
Education:UCLA Anderson School of Management M.B.A, Finance Concentration – Expected 2023
Temple University, Fox School of Business – B.B.A. Accounting, Finance Minor
Credentials: Series 65, CFP® (Certified Financial Planner)
Prior to Joining KAR:
Thomas worked as a Wealth Planner for Wells Fargo Private Bank, providing Tax and Estate planning advice to high net worth and ultra-high net worth clients. Prior to Wells Fargo, Thomas worked as a Tax accountant for EY and Anderson in their Private Client Services groups providing tax compliance, and consulting for individuals, trust, partnerships, S-corporations, and estates.
What Do You Enjoy Most About Your Job?
I really enjoy hearing our about our clients lives, whats important to them, and values that drive their decisions. Being still early in my career, their insights provide a lot perspective into what is important to different people. I feel that I learn just as much from our clients as our client’s learn from me.
What Do You Enjoy Most About Working at KARWA?
To work with a great group of highly motivated individuals. There is a strong sense of community and pride within the organization and that makes it very easy to come to work everyday. The collaborative nature of the group also supports that sense of community and helps better the work and advice we provide to clients.
What Are You Involved in Outside of Work?
I enjoy checking out everything Los Angeles has to offer. Whether it’s the beach, mountains, or desert, I enjoy them all. I also enjoy going to shows, and concerts to see historic venues and theaters in the city. To stay active, I play squash golf, ride my bike and I’m attempting to take up tennis.
How Does KARWA Approach Wealth Management Differently?
The advisor team at KAR has some of the best relationships I have seen between clients and their advisors. The attentiveness and care the advisor team approaches their clients with is second to none. I believe the clients at KAR feel very close with their advisors and appreciate that relationship.
What Do You Hope to Achieve For Your Clients?
At a high level, I hope to provide them financial peace of mind and be a professional they can trust to help them make complicated financial decisions.
I also hope to provide the advice that allows our clients to go forward and achieve their financial goals. Many of our clients are at a point in their lives where they have achieved their career goals. Now its time to understand what their other goals are and what it takes financially to achieve them.