My goal is to provide my clients with an ideal experience. I listen to their situation - no two are alike - and I build a custom portfolio aligned around the client's needs by priority. Our team celebrates each client's milestones and successes, and we review and evaluate their needs throughout the course of the relationship to make sure their goals stay aligned with their portfolios over time.
What I bring to the table for my clients: I have over 17 years of financial industry experience. My educational background started with a B.Sc in chemistry from the University of Waterloo and continued with an MBA from the University of Colorado. My financial career began with UBS / Paine Webber and transitioned to Morgan Stanley - Smith Barney. A few years ago, I realized my life philosophies lined up with the Edward Jones approach to helping clients meet their financial needs with our one-on-one relationships, small team offices and our focus on families for the long term.
My passions outside of helping families achieve their dreams of financial success are my commitment to Shriner's International and Scottish Rite, two organizations whose primary objective is to help children with disability-specific conditions that are cured or alleviated through medical interventions.
My wife, Kathy, and I love to travel and meet new people. Our biggest pride and joy are our two children who have gone on to become successes themselves and continue to make us proud daily.
I would love to use my knowledge and experience to help you realize your dreams of financial success.
My Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Wine Collecting/Enthusiast
Phone NumberGary J Thomas at (503) 644-5104
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