Thomas is a Northern California native with roots in the Midwest. In early 2021 Thomas was engaged to his high school sweetheart and they are now planning a wedding. He has a competitive spirit and a love for automotive racing of all kinds. He prides himself in knowing his clients on a personal level and aims to be a lifelong resource for his clients. The space to be creative in constructing customized financial plans for his clients is where Thomas is most energized during the day.
Thomas holds his Series 7, 66, and Life and Health licenses, which enable him to deliver an abundance of solutions and create tailored financial strategies for his clients. In addition, Thomas is a CLTC® designee which helps him add valuable insight on how to properly prepare for a family members care needs later in life.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Financial AdvisorThomas May
Thomas is a Northern California native with roots in the Midwest. In early 2021 Thomas was engaged to his high school sweetheart and they are now planning a wedding. He has a competitive spirit and a love for automotive racing of all kinds. He prides himself in knowing his clients on a personal level and aims to be a lifelong resource for his clients. The space to be creative in constructing customized financial plans for his clients is where Thomas is most energized during the day.
Thomas holds his Series 7, 66, and Life and Health licenses, which enable him to deliver an abundance of solutions and create tailored financial strategies for his clients. In addition, Thomas is a CLTC® designee which helps him add valuable insight on how to properly prepare for a family members care needs later in life.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
