Born and raised in Thibodaux, La., Thomas attended Nichols State University, where he dual majored in finance and accounting. After earning bachelor’s degrees in both fields, he began work with an investment firm based out of Houston. While working in Texas, Thomas was recruited by the CoSource advisor team.

Excited to join CoSource, Thomas returned home to South Louisiana where he continues his career as a licensed financial advisor. He has a lead role in maintaining and servicing the firm’s vast client base. Thomas centers his career around coaching individuals through the many aspects of retirement planning and readiness. He provides value to his clients through specializations in financial/retirement planning, 401k education, and IRA rollover assistance.