Thomas joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. He serves as an Investment Analyst at Waverly. His main areas of focus are securities transactions, portfolio construction and risk management. Thomas enjoys the dynamic nature of the business, as each day is a little bit different with market changes. With constant opportunity to refine strategies and analyze markets, Thomas is able to assist clients in meeting their financial goals which he maintains adds a meaningful dimension to his role.
In his free time, Thomas enjoys following his Purdue Boilermakers and playing with his Australian Cattle Dog, Walter.
When Thomas was in college, he spent a summer cycling from Long Beach, CA to Washington, DC to raise funds and awareness for The Ability Experience, a nonprofit that supports people living with a disability.