THOMAS FINANCIAL ASSOCIATES - Key Persons
Brennan became an LPL financial advisor because he is passionate about helping others. "It's easy to love your job when every day you're able to make someone's life a little better."
Kelly founded Thomas Financial Associates in 1999 and served as the firm's Senior Wealth Advisor. He oversaw all facets of the firm's wealth management process.
Kelly founded Thomas Financial Associates in 1999 and served as the firm's Senior Wealth Advisor until his retirement in 2022. He had over 30 years of experience in helping high net worth individuals and families grow, preserve, transfer, and enjoy wealth. He has passed the baton to his son Brennan who is carrying on the traditions, culture, and beliefs upon which Kelly built his successful business.
Kelly's goal was always to follow the same path that he advised his clients to follow, plan well and enjoy your passions. He is able to enjoy the joys of his life, his family, and golf. Please call him to join him on the golf course even if it is to just ride in the cart.