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Kevin Thomas

CO-FOUNDER, WEALTH ADVISOR

I’m passionate about building strong relationships with my clients, acting as their sounding board and trusted guide. I’m here to help navigate decisions, concerns, and complex financial situations.

What truly drives me is the opportunity to make a positive impact in my clients’ lives by delivering more than just financial advice. My goal is to be a reliable partner on their entire journey.

I take pride in my ability to listen closely—not just to what is said but also to what might be left unsaid—and use that understanding to craft strategies that align with my clients’ long-term visions.

I’ve been an advisor ​​for over 10 years. I graduated Magna Cum Laude from Wofford College with a BA in Accounting and Finance, where I was also a scholar-athlete on the football team and a two-time Academic All-American. I later completed a Certificate Program in Financial Planning from Bryant University.

When I’m not working, I love spending quality time with my wife, Amber, and our two young boys, Drake and Dallas. We enjoy traveling together, and I also make time to work out. And just for fun—I have a hidden talent for juggling!

My wife and I are members at Newspring Church in Greenville and love being involved in our church community.