Mgr., Retirement Consulting Services - Retirement Consulting Services
Thomas joined Commonwealth in April 2012 and currently manages the team of retirement consultants who provide on-demand expertise and strategic business support for all Commonwealth advisors. He also plays a key role in the overall advancement of Commonwealth’s core retirement business through strategic business planning and collaboration with 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. He also 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 the CFP®, AIF®, PPC®, and CPFA designations. He and his wife, Lisa, live in Weston with their three kids—Scott, Shelby, and Everett.