Director of Plan Operations
Thomas’ career at NWCM began as a retirement plan analyst, a position in which he was responsible for performance reporting, investment lineup reviews, plan fee reviews, and vendor assessment projects. In 2019, Thomas transitioned into his current role as Director of Plan Operations. Thomas leads NWCM’s qualified plan analytics team, supports our plan advisers, and works directly with the vendors of retirement plan clients. Thomas graduated from Oregon State University with a double major in Finance and Management and a minor in Economics. In college, he worked at Forester’s Financial as a financial representative intern, where he immersed himself in financial consulting and financial planning services.
Thomas is currently pursuing the Chartered Financial Analyst (CFA) designation. He is currently a Level III Candidate and is scheduled to take the third exam in November 2021.