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Thomas Financial – Traditional Values, Modern Solutions Thomas Financial is a member of M Financial Group, a network of over a 130 independent firms, all dedicated to serving high net worth individuals and growth companies
JS Gagnon – Thomas Financial JS is the President of the Group Benefits Division at Thomas Financial A 15-year veteran of the health insurance field, he is a consumer driven healthcare and benefits technology advocate
Kory Lenz – Thomas Financial He is committed to providing holistic financial planning for clients in all life stages Kory utilizes an in-depth discovery process and sophisticated planning software to gain a complete understanding of his clients’ goals and total financial picture
Lauren Thomas Compton – Thomas Financial Lauren began her insurance career with Thomas Financial in 2004 and became CEO in 2021 She is responsible for revenue growth, finance, operations and cultivating the relationships of the firm’s second- and third-generation clients, especially those of family businesses
David Bolduc – Thomas Financial David joined Thomas Financial in 2024 as an Advisor in the Group Benefits Division He specializes in providing Captive Insurance solutions to companies with 25-1000 employees to reduce employer costs while capping an employer’s risk exposure over multiple years
About Us – Thomas Financial We create imaginative and appropriate financial solutions for high net worth individuals and growth companies designed to help safeguard, grow and preserve assets through the delivery of high quality products with legendary service
Craig Faassen – Thomas Financial Prior to joining Thomas Financial, Mr Faassen was a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ with Morgan Stanley He lives in Palm Harbor with his wife Marisa and daughter Olivia, and is a devoted supporter of F A S T (Foundation for Angelman Syndrome Therapeutics)
Joel Stephens – Thomas Financial Joel joined Thomas Financial in 1994 and is a Principal and President of the Life Insurance Division He specializes in life insurance planning for business owners and executives of both closely-held and publicly-held companies
Our Services - Thomas Financial Thomas Financial delivers products designed to help meet the needs of the affluent and corporate markets We specialize in sophisticated life insurance solutions for a variety of financial requirements
Our Team – Thomas Financial Rick Thomas is Founder and Chairman Emeritus of Thomas Financial which he founded in 1975 His firm focuses on estate planning and wealth transfer for high net worth individuals and firms as well as business continuation and executive benefits for both the public and private sectors