Designations and Licenses

Thomas is an Accredited Investment Fiduciary® and a Chartered Retirement Plans Specialist℠.

Experience and Education

Thomas helps plan sponsor clients develop and administer retirement plans. With a focus on plan design and investment monitoring, he provides his clients with ideas to help improve the retirement readiness of their plan participants.

Thomas has more than 16 years of experience in the retirement industry. Prior to Mariner, he served as a retirement plan services manager for Arvest Wealth Management. He was also a retirement account manager for Alerus Retirement and Benefits.

Thomas has a bachelor’s degree in business administration from the University of Mary in Bismarck, North Dakota and an MBA from the University of Colorado in Denver.

Accolades

NAPA named Thomas as a 2019 Young Gun and as an Ace in 2020-2022 as part of its Top 100 Retirement Plan Advisors Under 40 list.

Personal Interests

Thomas’ hobbies include spending time with his wife and three children, golfing and visiting his family’s farm in North Dakota. He is also a Green Bay Packers fan.

Thomas’ Office

NAPA Top Retirement Plan Advisors Under 40: Advisors are typically recognized by NAPA in the 4th quarter of each calendar year based on nominations submitted by NAPA Firm Partners.

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