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 gives Brennan the insight he needs to understand what they want to accomplish and to build a financial plan that will get them there.
As a Certified Financial Planner™, Brennan’s goal is to do what’s right for each client, which is why he feels at home at TFA. The firm’s comprehensive, tax-efficient approach to planning resonates with Brennan, because “it allows me to focus solely on my client’s goals – whether they involve achieving financial independence, putting kids through college, or running a successful business.”
Drawing on nearly a decade of wealth management experience, Brennan helps his clients filter the constant “noise” about current events and market news to keep them focused on their personal goals and the best strategies to accomplish them. By educating his clients about their options and then serving as an accountability partner, he helps give them confidence and clarity that they are heading in a direction consistent with their goals.
Brennan appreciates the trust his clients place in him, and he feels it is an honor to work with clients and their families and have a positive impact in their lives. He credits his success in serving his clients’ needs to the support provided by TFA’s team-based environment.
When Brennan’s not helping clients, you can usually find him spending time outdoors with his wife, Alaine. He also enjoys traveling and giving back to the community.