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Team

We believe our teamwork approach adds a broader perspective to all we do and could provide increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We can also address your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Kelly founded Thomas Financial Associates in 1999 and presently serves as the firm's Senior Wealth Advisor. He oversees all facets of the firm's wealth management process.

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Wm. Brennan Thomas became a financial advisor because he is passionate about helping others. “It’s easy to love your job when every day you’re able to make someone’s life a little better.”Getting to know his clients on a personal level...

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