William D. Thomas, AAMS, PRP

Managing Partner

Phone: 330-564-1700
Fax: 330-564-1701
E-mail:

William Thomas has worked in the financial services industry since 1992 and earned the Accredited Asset Management Specialist designation from the Institute of Wealth Management in 1997. He specializes in retirement plans for small business, retirement planning for business owners and individuals, budgeting and estate planning. Bill focuses on asset allocation to help achieve clients’ goals without overexposure to risk.

He is a member of the North Canton Elks and Shady Hollow Country Club. Bill has two daughters and lives with his wife, Joan, in Jackson Township. He earned a bachelor’s degree in business management from the University of Dayton in Dayton, Ohio.

 

California Insurance License # 0B91600