Industry Start Date: 2016
KAR Start Date: 2021
Education: UCLA Anderson School of Management M.B.A, Finance Concentration – Expected 2023, B.B.A. Accounting, Finance Minor, Temple University, Fox School of Business
Credentials: Series 65
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 during tax compliance, and consulting for individuals, trust, partnerships, S-corporations, and estates.
When Not in the Office:
Thomas enjoys checking out everything Los Angeles has to offer. Whether it’s the beach, mountains, or desert, he enjoys them all. He also enjoys going to shows, and concerts to see historic venues and theaters in the city. To stay active, he plays squash golf, rides his bike and is attempting to take up tennis.
What Do You Enjoy Most About Your Job?
Thomas really enjoys hearing our about our clients lives, what’s important to them, and values that drive their decisions. Being early in his career, their insights provide a lot perspective into what is important to different people. Thomas feels that he learns just as much from our clients as our clients learn from him.
What Do You Enjoy Most About Working at KARWA?
Working 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.
How Does KARWA Approach Wealth Management Differently?
The advisor team at KAR has some of the best relationships Thomas has seen between clients and their advisors. The attentiveness and care the advisor team approaches their clients with is second to none. He believes 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, Thomas hopes to provide them financial peace of mind and be a professional they can trust to help them make complicated financial decisions.
He also hopes 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.