Founder of Rise Financial Partners
Partner in Rise Realty Fund
Chair of the Manasota Christian Foundation
Things I Enjoy:
About my Financial Practice:
Practice Partners: Jeff Speers, RICP®
Thomas often works with Christian business owners and families to align their investments with their values. He is passionate about faith-based investing (BRI) and has developed for Rise several custom BRI model portfolios.
Thomas has extensive background in business consulting and alternative asset management.
Thomas and his wife live in St. Petersburg, FL and recently took care of a tiny puppy named (insert Dog's name). Thomas loves to golf and he also likes some other stuff.
The CERTIFIED KINGDOM ADVISOR® designation is awarded to financial advisors who are committed to integrating biblical wisdom and principles into their financial planning practices.
CKA® professionals help clients develop a plan for managing their finances in a way that honors God, supports their personal and family goals, and aligns with their spiritual priorities. CKA® professionals are also held to high ethical and professional standards, and they must undergo ongoing education and adhere to a strict code of ethics to maintain their certification.
The CERTIFIED FINANCIAL PLANNER™ designation is awarded to individuals who have completed the rigorous education, examination, and experience requirements in the field of financial planning.
A CFP® professional is trained to provide comprehensive financial planning services to clients, including investment management, retirement planning, tax planning, estate planning, and risk management. They are held to high ethical and professional standards, and they must undergo ongoing education and adhere to a strict code of ethics to maintain their certification.