Thomas Reed


Thomas believes that variety is the best way to keep life interesting. His interests range from creative pursuits such as writing and music, to a love of analytics and all things data driven. When it comes to music, his love of variety is evident; he plays the guitar, bass, banjo, synthesizer, mandolin, and the trumpet!

Thomas Reed received his Bachelor of Science Degree with a major in economics and a double minor in Spanish/applied math at Gonzaga University. While there, he played on the lacrosse team and played in a few shows in a band with his friends. In 2019 he had the opportunity to intern with our team for the summer. He also spent time working at a wine distribution company and volunteering at a youth ranch, both in Idaho. He is currently working toward getting his CFP.

Thomas feels that money is basically a tool to allow people to pursue what they’re passionate about doing. It’s important to him to help our team work with our clients to assist them in meeting their monetary and investment goals to enable them to live the lifestyles that they choose.

Thomas enjoys working with people, forming positive connections, and watching them succeed at their goals and passions. In his professional life he enjoys anything pertaining to taxes, numbers, or reaching out to clients. In his personal life he likes to play or listen to music, ski, cook for large groups, and spend quality time with friends. When he goes out, sushi and hamburgers are his go to for food.

Thomas also loves diversity when it comes to sports and pets. In high school he competed at the state level for track, lacrosse, cross country, ski team, and hockey, and he has a cockatiel, a bearded dragon, and a parakeet.


What is your favorite quote?

“The mystery of life isn’t a problem to solve, but a reality to experience.”
Frank Herbert

A hero of yours?

Harriet Tubman

What was your favorite vacation?

Egypt. I really loved the intersection of great people, exciting culture, and interesting history I was able to see.

What is the best book or series you have ever read?

The Dune series by Frank Herbert, The Lord of the Rings by Tolkien, Personas en la sala by Norah Lange.