Thomas May CLTC®

Associate

Thomas is a Northern California native with roots in the Midwest. In early 2021 Thomas was engaged to his high school sweetheart and they are now planning a wedding. He has a competitive spirit and a love for automotive racing of all kinds. He prides himself in knowing his clients on a personal level and aims to be a lifelong resource for his clients. The space to be creative in constructing customized financial plans for his clients is where Thomas is most energized during the day.

Thomas holds his Series 7, 66, and Life and Health licenses, which enable him to deliver an abundance of solutions and create tailored financial strategies for his clients. In addition, Thomas is a CLTC® designee which helps him add valuable insight on how to properly prepare for a family members care needs later in life. 

Phone (855) 728-7285 x7
Fax (888) 418-4015
Mobile Phone (530) 746-0523