A lifelong Hawkeye fan, Thomas earned a bachelor’s degree in finance from the University of Iowa. Thomas has earned the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner certification. In his role as Portfolio Manager, Thomas assists in creating and implementing investment strategies and processes to meet clients’ financial goals. Thomas serves on the Board of Directors for CFA Society of Iowa, as Secretary, and is an active member of FPA of Iowa, and a graduate of the West Des Moines Leadership Academy. Thomas and his wife, Taylor, live in their hometown of Ankeny with their two daughters. Together they enjoy traveling, rooting on the Hawks and spending ti