Senior Practice Manager
Thomas serves as a Senior Practice Manager with Coda Financial Group partnering with Dan Coda. He guides clients through major life transitions by planning for their future with a comprehensive and client-focused approach. Thomas directly assists with plan research and design, portfolio review, coordination of periodic reviews, and client communications. Additionally, he strives to enhance business efficiency by managing overall operations of the team. He is passionate about providing clients with unparalleled care, integrity and service while helping achieve their goals and dreams.
Thomas is married to Chrysy, his beautiful wife of 15 years and they have three daughters, Taylor, Skylor, and Jaydah, and one son, Elijah. In his spare time, Thomas enjoys coaching youth sports and spending time with his family.
- Registered Personnel, SagePoint Financial, Inc.
- Securities Registrations: FINRA Series 6 and 63
- Licensed Insurance Producer: States of HI and NC
- Graduate of Hawaii Pacific University, Associates in Finance
- Joined the Coda Team in May 2006
- Served 8 years in the United States Marine Corp