Before Thomas had worked in the finance industry, he graduated from Grand Canyon University with his Bachelor of Science in Finance in the spring of 23’. After graduation, he then took a position as a Financial Advisor at Equitable Advisors in Scottsdale, AZ. During that time of schooling and work, he was able to get his SIE, Life & Health, Series 66, and Series 7 exams completed. After some time in Arizona, he then returned to his home state of Wisconsin to be closer to family.
Currently, Thomas is an RSA to the Financial Advisor Gavin Jerg in Madison, WI. Under this role, Thomas supports the team by helping ensure a seamless and efficient client experience. This is achieved by assisting with account administration, coordinating documentation, and helping maintain compliance with industry standards.
While our advisors are committed to delivering personalized holistic financial guidance. I am committed to providing attentive, detailed-orientated service, and building strong client relationships.