Thomas is a Director, Wealth Advisor at Cresset and works in the Chicago office. He works with a team of internal and external specialists to develop comprehensive financial plans and investment strategies to meet the long-term goals and immediate needs of the individuals and families he works with. This encompasses investment management, wealth transfer and estate planning, cash flow analysis, tax minimization, philanthropic endeavors, family education, and preparing for liquidity events.
Prior to Cresset, Thomas worked in various roles at Fidelity Investments for over 6 years. Most recently he was a Financial Consultant where he developed financial plans and investment strategies for high-net-worth individuals and families.
Thomas has a bachelor’s degree in environmental studies with a focus in economics from Hamilton College and is a CERTIFIED FINANCIAL PLANNER®. Thomas and his wife, Kristin, live in Wilmette with their Chocolate Lab, Birdie. Outside of work he enjoys spending time with family and friends, playing golf, skiing, and traveling.