Thomas joined Bedell Frazier in 2020 as a Financial Planner, having spent his entire career in the Financial Services industry. As a Financial Planner, he is passionate about helping clients understand how a solid financial plan can assist them in reaching their near-term and long-term goals. He gets tremendous satisfaction offering financial advice based on the intimate knowledge of the needs of his clients.
Thomas has an undergraduate degree in Accounting and Business Administration and a Masters in Business Administration (MBA), both from the University of Kansas. He holds Certified Financial Planner (CFP) and Enrolled Agent (EA) designations. Tax is an area of expertise for Thomas; his keen knowledge and EA designation position him to give tailored planning advice to clients.
Thomas is a member of the Financial Planning Association (FPA) of the East Bay, having served as President of the organization in 2019. He is also very involved with the FPA NorCal Conference as a committee member for the last 10 years including serving as Conference Chair in 2023 and 2024.
Thomas and his wife Shelly reside in Danville with their four children. Thomas has coached his children in basketball, baseball, soccer, and been a judge for his girls’ swim team.
