As a financial advisor, Thomas believes that he should be committed to professional excellence. This includes educating himself to understand and stay ahead of changes in the wealth management industry while always acting in the best interests of his clients. That, in his opinion, should be the expectation of anyone in his position. 

What really makes an advisor-client relationship successful is the interaction between them. Thomas knows he and his clients need to feel comfortable together to achieve the best possible results.  

So, while it’s important for you to know about his education and professional credentials listed below, his heart here is to give you insight into who he is as a man—inside and outside the office.  

Thomas and his wife have been married since 2009 after meeting in middle school. They have three boys together.  

“I never knew how much I could love someone or something until I became a husband and father,” Thomas said. “They provide me with unlimited motivation to be the best possible version of myself.” 

Now that his boys are getting old enough to play organized sports, Thomas coaches their baseball and soccer teams—a very rewarding addition to his life. When he’s not with his family, you can probably find him in the rough somewhere looking for his golf ball. He loves to ski and tries to maintain a healthy lifestyle by going to the gym regularly.  

Thomas also enjoys giving back to his community and serves as the President of the Cinnaminson Education Foundation. 

He looks forward to building a long-term relationship with trust, hard work, and friendship. 

Education 

Bucknell University – 2006 

• Major: Business Management 

• Minors: Economics & History 

Professional Credentials 

• Certified Financial Planner® (CFP®) 

• Chartered Financial Consultant (ChFC®) 

• Certified Retirement Plan Specialist (CRPS®) 

• Life & Health, Property & Casualty Insurance Licenses 

Professional Experience 

Moneta: 2025-Present 

Lane Hipple Wealth Management Group: 2008-2025 – Financial Advisor 

The McIntyre Group: 2006-2008 – Commercial Property & Casualty Insurance Broker