Thomas Reed

Lead Paraplanner / Wealth Associate

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 and 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 the Idaho Youth Ranch Thrift Store. He is currently working toward getting his CFP.

Thomas feels that money is a tool to allow people to pursue what they’re passionate about doing. It’s important to him to 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 in their goals and passions. In his professional life he enjoys anything pertaining to taxes, investments, and helping clients with their financial questions and goals. In his personal life he likes to play or listen to music, ski, cook, and spend quality time with friends. When he goes out, sushi and hamburgers are his go-to food.

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


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.