About Benjamin Thomas
I am originally from Wisconsin and when my wife and I
decided to get out of the cold winters of the mid-west, Arizona
was quickly at the top of our list. We got married on the beach
in Jamaica and we enjoy taking beach vacations and attending
sporting events. Since moving to Arizona we have had two
children and our beach vacations have transitioned into family
camping and hiking trips. I decided to become a financial
advisor because I enjoy helping others in this journey
that we call life.
My financial needs have changed over time as we moved across
the country, changed jobs and started a family. My personal
experiences help me to guide others on their financial journey
and help them achieve their goals.
Education & Accomplishments
- Series 6 Investment Company Products/Variable Contracts Representative
- Series 7 General Securities Representative
- Series 63 Uniform Securities Agent
- Series 65 Uniform Investment Adviser Law Examination
- Life and Health Insurance
- FIC (Fraternal Insurance Counselor)
- CLTC® (Certification in Long-Term Care)
Meet My Team
