About Thomas
Financial Advisor since 2013 that is also a:
Certified Fund Specialist (CFS),
Certified Annuity Specialist (CAS),
Certified Income Specialist (CIS),
Chartered Mutual Fund Counselor (CMFC),
Chartered Retirement Planning Counselor (CRPC),
Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA)
and holds the Series 7, 24, 63, 65 registrations along with New York State (NYS) Life, Accident and Health and Variable Life/Annuity Licenses.
Notary Public, New York State and NYS Approved CE Monitor/Proctor
Education
Bachelors
Licenses
Series 63
Series 7
Series 24, 65, NYS Life, Accident and He
Notary Public, NYS
Other Credentials
CRPC®
CMFC®
AWMA
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CAS®
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Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
CIS™
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Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
3
Member Since
2005
Other Credentials
3
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.