Educating and helping clients attain a positive present and future financial well-being has been the cornerstone of Thomas May's career. With fee-based financial planning, insurance products, and investment management, he goes above and beyond his client's basic needs to create a holistic financial plan.
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 holds three designations, AWMA®, the CRPC®, and the CLTC® designations which helps him add valuable insight on how to properly prepare for Retirement and family member's health 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.
Thomas is a Northern California native with roots in the Midwest. Thomas is married to his high school sweetheart Aurora and they spend their free time on house renovation projects and their dog Charlie. He has a competitive spirit and a love for automotive racing of all kinds. While supporting his brother in the US Army, Thomas also regularly supports the Wounded Warrior Project by giving back to and supporting injured service members.
Herreramay.com
Herrera May Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.
Financial AdvisorThomas May
Educating and helping clients attain a positive present and future financial well-being has been the cornerstone of Thomas May's career. With fee-based financial planning, insurance products, and investment management, he goes above and beyond his client's basic needs to create a holistic financial plan.
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 holds three designations, AWMA®, the CRPC®, and the CLTC® designations which helps him add valuable insight on how to properly prepare for Retirement and family member's health 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.
Thomas is a Northern California native with roots in the Midwest. Thomas is married to his high school sweetheart Aurora and they spend their free time on house renovation projects and their dog Charlie. He has a competitive spirit and a love for automotive racing of all kinds. While supporting his brother in the US Army, Thomas also regularly supports the Wounded Warrior Project by giving back to and supporting injured service members.
Herreramay.com
Herrera May Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.
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
