Thomas graduated cum laude from Virginia Tech in May 2021 with dual degrees in Accounting and Information Systems and Finance. While at Virginia Tech, he was an active member of the Financial Planning Association’s student chapter, played for the Virginia Tech Club Tennis Team, and participated in various intramural sports.
Now a CERTIFIED FINANCIAL PLANNER® professional (CFP®), Thomas plays a key role at Piedmont Wealth Management, supporting advisors in maintaining strong client relationships. His responsibilities include meeting prep and follow-up, serving as a primary point of contact for clients, and assisting in all aspects of the financial planning process. Passionate about personal finance, he is committed to continuous learning and aspires to become an advisor himself.
Thomas’ exceptional dedication to client service and strong analytical abilities led to his promotion to Partner just two years after joining the firm. His rapid growth within the company reflects his commitment to excellence and his ability to deliver meaningful financial solutions.
Outside of work, Thomas enjoys staying active with pickleball, tennis, and basketball. He’s also an avid college basketball fan and will happily chat for hours about the upcoming season.