BBA from Ferris State University, 1988
Thomas has been an instructor at Davenport University for the last six years, teaching in the department of Finance and specializing in classes associated with Certified Financial Planning designation. Also, he has led Davenport teams in University case competitions focused on Mergers and Acquisitions and Commercial Banking. He has been in the Financial Planning field for over 21 years. Thomas has the following designations that provide him with the education and knowledge related to Financial Planning:
Certified Wealth Strategist® (CWS®): To obtain the CWS® certification, one must go through a comprehensive blended approach to learning. The program education and designations are administered by Cannon Financial Institute, in which the CWS® Board of Standards awards to individuals who successfully complete initial and ongoing certifications requirements.
Certified Retirement Counselor® (CRC®): The CRC® certification is obtained through an independent study program that covers Fundamentals of Retirement Planning, Fundamentals of Investments, Fundamentals of Retirement Plan Design and Fundamentals of Retirement Income Planning. The International Foundation for Retirement Education administrates the designation and is certified by Texas Tech University.
Accredited Investment Fiduciary Analyst™ (AIFA®): The AIFA designation certifies that the recipient has advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance by third parties to fiduciary standards. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 (fi360) company).