Our team
Our senior management team averages 20 years’ service with the firm. Our employees are selected from the best in the industry judged by merit and by personal standards of commitment, discretion and integrity.
Rick Thomas, CLU
Rick Thomas is Chief Executive Officer of Thomas Financial which he founded in 1975. His firm focuses on estate planning and wealth transfer for high-net-worth individuals and firms as well as business continuation and executive benefits for both the public and private sectors.
Joel Stephens, CLU
Joel specializes in life insurance planning for business owners and executives of both closely-held and publicly-held companies. He concentrates in Estate Planning for High Net Worth Individuals, Business Continuity and Executive Benefits.
Ruth White, CLU, CLTC
Ruth began her career with Thomas Financial in 1981 and is a Principal of the firm. She works closely with clients and their advisors throughout the wealth transfer process for high net worth individuals and families as well as executive benefit and succession planning for public and privately held companies.
Barb Tomeo, CPA, CLU
Barb Tomeo is a Principal and Chief Financial Officer of Thomas Financial having joined the firm in 1999.
Barb has been a speaker at the marketing meetings of M Financial Group and serves on its Technology Committee.
Lauren Thomas Compton, MBA, CLU
Lauren Thomas Compton began her insurance career at Thomas Financial in 2004. She has worked as a case design analyst and as coordinator of business development and client relations. Lauren currently works in sales as an Associate Producer.
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