Michael A. Thomas
I am the owner of Thomas Capital Management, LLC, an independent financial services firm. As a financial advisor I've worked directly with individuals and businesses in the financial industry since 1997. I hold FINRA Series 6, 63, 66, 7, and 24 licenses, and also a Life, Health, Disability, and Long Term Care insurance license.
Investment and financial decisions can often be surrounded by an air of uncertainty. I believe that if one knows the objective and can get to the most relevant information- the clear options and both their advantages and disadvantages- that the solution becomes much more apparent. It is my goal to provide this service to my clients. A good client/advisor relationship always involves some trust, but I strive to provide my clients with unbiased information such that they truly feel good about the course we chart together. How you feel is important to us.
In sailing, there are cruisers, and there are racers. Cruisers often focus on enjoying the journey- so much that they tend to not worry about how quickly they get there (God-bless them). Racers strive to perfect their speed by managing their sail size, shape, and position to the wind (trim). Sailing is an ancient art for which many lessons commute to investment management, in our opinion. We're all about the quality of your journey- service, excellent communication, and more friendly service. In addition to that we understand proper sail trim- investment allocation, portfolio tax management, risk management, etc. We're striving to be the best of both worlds to our clients: outstanding service with value-based, exceptional investment management.
When not helping clients, I spend significant time sailing, racing sailboats, and promoting sailing within the community. I'm actively involved with the Oak Harbor Vikings sailing club and the Whidbey Island Naval Sailing Association.
Investment and financial decisions can often be surrounded by an air of uncertainty. I believe that if one knows the objective and can get to the most relevant information- the clear options and both their advantages and disadvantages- that the solution becomes much more apparent. It is my goal to provide this service to my clients. A good client/advisor relationship always involves some trust, but I strive to provide my clients with unbiased information such that they truly feel good about the course we chart together. How you feel is important to us.
In sailing, there are cruisers, and there are racers. Cruisers often focus on enjoying the journey- so much that they tend to not worry about how quickly they get there (God-bless them). Racers strive to perfect their speed by managing their sail size, shape, and position to the wind (trim). Sailing is an ancient art for which many lessons commute to investment management, in our opinion. We're all about the quality of your journey- service, excellent communication, and more friendly service. In addition to that we understand proper sail trim- investment allocation, portfolio tax management, risk management, etc. We're striving to be the best of both worlds to our clients: outstanding service with value-based, exceptional investment management.
When not helping clients, I spend significant time sailing, racing sailboats, and promoting sailing within the community. I'm actively involved with the Oak Harbor Vikings sailing club and the Whidbey Island Naval Sailing Association.
Sandy Lucero
Sandy brings a wide variety of organization and project manage-
ment experience in assisting
Michael and his clients.
She takes her work seriously, and
her sense of humor and creative approach to problem solving is refreshing.
Sandy enjoys travel, going for walks, and taking time to
stop and smell the roses. Sandy also offers design consulting to help people make the most of their homes.
Sandy brings a wide variety of organization and project manage-
ment experience in assisting
Michael and his clients.
She takes her work seriously, and
her sense of humor and creative approach to problem solving is refreshing.
Sandy enjoys travel, going for walks, and taking time to
stop and smell the roses. Sandy also offers design consulting to help people make the most of their homes.
TCM Team
When you hire us you’re also gaining access to those that work for us. We feel that these resources are considerable.
- Cambridge Investment Research, Inc. (independent broker-dealer)
- Pershing (custodian)
- Advisors Asset Management (fixed income securities)
- Crump (insurance brokerage)
Just as we have a team, we appreciate that you do too. Whether it includes your accountant, attorney, or other professionals, we are pleased to work with them directly if you authorize us to do so.
Legal Disclosure
We offer securities through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of FL, GA, IL, IA, MD, NJ, OR, TX, VA, WA, and WI. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Thomas Capital Management, LLC are not affiliated.
We offer securities through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of FL, GA, IL, IA, MD, NJ, OR, TX, VA, WA, and WI. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Thomas Capital Management, LLC are not affiliated.
