Mgr., Strategic Retirement Solutions - Strategic Retirement Solutions
Thomas joined Commonwealth and the Strategic Retirement Solutions (SRS) team in April 2012. In his current role, Thomas plays a key role in the overall advancement of Commonwealth’s core retirement business through strategic initiatives and collaboration with internal departments and third-party service provider firms. Thomas has worked in the retirement plan industry since 1987. He started his career as a retirement plan advisor and has since held various client-facing and management positions with Putnam Investments, Scudder Investments, Fidelity Investments, Diversified Investment Advisors, and New York Life, focusing on client strategy and product management. Thomas previously served as the director of financial planning programs at Merrimack College, where he managed all aspects of the CERTIFIED FINANCIAL PLANNER™ curriculum. Thomas graduated from the University of Houston with an MS in finance and holds designations as a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®), Professional Plan Consultant (PPC®) and Certified Plan Fiduciary Advisor (CPFA). Thomas and his wife, Lisa, live in Weston with their three kids—Scott, Shelby, and Everett.