Jeff Thomas, CLU®

Jeff Thomas, CLU®

Managing Partner

Office: 770-246-1336
Mobile: 770-843-6333
Fax: 678-649-2116

Website: Visit my web site!


Jeff Thomas is an Investment Advisor Representative and Chartered Life Underwriter (CLU). Jeff has enjoyed working in the Financial and Insurance industry since 1991; he specializes in retirement and estate planning. 

His primary focus is preserving and shielding his client's assets and wealth.  Mr. Thomas has a wide array of experience in the financial planning industry, as he has worked with several large multi-national firms and has been providing financial services to residents of the Southeast for more than twenty years.

Jeff grew up in Roswell, Georgia and now resides in Peachtree Corners with his wife Natalie, and two sons: Jack and Alec where he enjoys playing tennis, golf and wake surfing.

Jeff is active in the community and enjoys volunteering his time to several local charities and schools in the area. He is a member and sponsor of the Peachtree Corners Business Association where he recently served on the Board of Directors for 3 years. 

Over the past 20 years, Jeff has had the privilege and pleasure of working with both retirees and pre-retirees to help accomplish their financial goals and dreams. He has given workshops to civic groups, churches and other groups in the Atlanta area over the past 12 years.



  • Five Star Wealth Manager award winner 2011-2018


  • Bachelors of Administration in Risk Management from the University of Georgia
  • CLU®, Certified Life Underwriter, designation from The American College of Financial Services