Hello! My name is Jack Thomas and I live in Boise, Idaho with my wife Kristen and our two sons, Walker and James. I graduated from Arizona State University in 1995 with a bachelor’s degree in finance. I began my financial career in 1996 with the Charles Schwab Corporation in Phoenix, Arizona, and have been securities licensed since 1997.
My driving force is twofold: First, helping pre-retirees remain goal-focused while tuning out noise that can lead to emotionally-driven decisions. Second, allowing current retirees to live a financially secure retirement in an era where scarce pensions and increased longevity present unique challenges. I currently hold the series 7, 24, 63 and 65 licenses. In 2016 I obtained the RICP (Retirement Income Certified Professional) designation from the American College of Financial Services.
A native of Ketchum, Idaho, I enjoy spending time with family and friends recreating in the great outdoors. Skiing, hiking and camping just to name a few. But my greatest passion is floating western rivers with a fly rod in hand! I’m always up for a fishing trip near the many great rivers right in our back yard and greater Rocky Mountain region.
