Thomas began his career in financial services in 1993 at Cleveland’s National City Bank and then became a Financial Advisor in 1996 for NatCity Investments. He was an immediate top-level producer and in 1998 was invited to become a Private Client Advisor working exclusively with NCC’s Wealth Advisory Group. In 1999, Thomas took over running the Bank’s Investment Division, where he successfully grew investment revenue by 400% within 4 years by teaming with Bank Executives and Investment Professionals. He managed a territory of 6 States, 250 Financial Advisors and over 1,000 licensed bankers covering 1800 bank branches throughout the Midwest.

He then sought other entrepreneurial opportunities and started a Real Estate Company in 2003 and grew his Real Estate portfolio and Company which was acquired by a competitor in 2008. He then joined Key Investment Services as a Financial Advisor to start, once again, a successful career of working with clients managing their portfolios and investment planning needs. In 2018, he accepted a role as a Private Client Advisor with Key Investment Services to work exclusively with the Wealth Management group at Key’s Private Bank and service the investment needs of high-net-worth clients.

In October of 2022, Thomas joined Harbor Wealth Advisors as Senior Partner, Financial Advisor in Avon Lake, Ohio. His focus is to assist clients in Financial Planning, Wealth Management, Retirement Planning, Educational Planning, and Risk Management through a variety of investment and insurance solutions.

He is married to Amy, and they have two children, Michael and Sophia. Thomas and his family are residents of Avon Lake, OH and attend Holy Spirit Church in Avon Lake.

Thomas possesses the Series 7, 65, Property and Casualty and Life and Health Licenses.