Torrance, California Office
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Thomas prioritizes his clients' needs, specializing in complex financial situations, including U.S.-U.K. dual citizenship. His firsthand experience as a dual citizen himself offers unique insight into cross-border financial strategies. His deep understanding of both financial systems and cultural nuances gives him a unique advantage in helping clients optimize cross-border financial strategies.
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Before joining EP Wealth, Thomas built a strong foundation in finance with over three years of industry experience. His previous roles include serving as an International Trade Analyst with the U.K. Government, a Business Development Consultant with LPL Financial, and an Investment Analyst with Benefit Financial Services Group. He holds an Investment Advisor Representative (Series 65) License.
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Originally from the U.K., Thomas earned a B.S. in Finance while competing in NCAA Division I tennis. His background as an athlete has shaped his disciplined approach to wealth management, helping him connect with individuals from different Diverse backgrounds.
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Outside of work, Thomas enjoys meeting new people, traveling, and staying active. He also values giving back to the community, having volunteered at multiple food banks in England.
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