For over 30 years, Thomas has helped clients navigate their financial journeys with confidence and clarity. In 2011, he co-founded a planning-focused RIA, combining his technology background, Georgetown MBA, and CFP® certification to create a firm built on independent, client-first advice. This entrepreneurial chapter, following nearly two decades in financial services — including seven years at Merrill Lynch — has been a defining part of his career, reflecting his commitment to guiding clients toward their goals.
Guided by the lessons of 2008, Thomas believes strongly in the importance of independence and a planning-first approach. He views money as a tool to support what matters most — educating children, protecting lifestyles, and providing stability during uncertain times — rather than as an end in itself. His work as both a CERTIFIED FINANCIAL PLANNER® professional and National CFP® Instructor reflects his commitment to helping clients identify, prioritize, and achieve their most meaningful goals. Farther helps Thomas combine his expertise in finance, technology, and teaching to deliver a more personalized and forward-thinking experience for clients.
Thomas holds a BA from the University of Virginia and an MBA with highest honors (Beta Gamma Sigma) from Georgetown University. A lifelong Washingtonian and Gonzaga alumnus, he lives in Bethesda, Maryland with his wife, their three sons, and an amazing black lab.
Outside the office, he enjoys competing in Father-Son Grass Court tennis tournaments, surfing whenever the waves allow, and capturing his sons’ and their teammates' meaningful moments in tennis, lacrosse, and volleyball through his passion for amateur photography.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
