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Humphrey Thomas

CEO & Founder

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Sara Najera

Administrative Assitant

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Sonia Ochoa-Thomas

Assistant of Marketing and Events

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ABOUT HUMPHREY THOMAS

I’m Humphrey Thomas, a graduate of Maastricht University in the Netherlands with a degree in International Business. As a Registered Financial Advisor and an Investment Advisor Representative, I am here to serve you. Here are some fancy credentials that mean I’m qualified to help you:

I’m an Accredited Asset Management Specialist(AAMS®), Certified Divorce Financial Analyst, Chartered Federal Employee Benefit Consultant (sm) and I hold General Securities Series 7, Series 63, and Series 65 Licenses, as well as being licensed in Life and Health Insurance. You can learn more about me here on my blog.

But I’m More Than My Credentials.

As important as the right credentials are, it’s my day-to-day work spanning more than a decade that gives me the experience I need to serve you. I pride myself on the unique ability to take difficult concepts from the financial world and explain them in simple terms.

This is my passion: to help you understand your entire financial picture so that you’re equipped to make solid decisions that will set you up for security in the future. Together we will reduce your taxable income by finding a mix of investment and account options that maximize your retirement.

And I’m Invested in Our Community

My life and reputation are firmly planted in Rio Grande Valley because this is my home. I’m honored to serve as Chairman of the Brownsville Chamber of Commerce, and I’m an active member and Past President of the North Brownsville Rotary Club.

My Focus is Simple – You

I don’t work for a Wirehouse or Bank – I work for YOU. Together, we will design a financial plan that is in your best interest. Because retirement planning isn’t about hoping for the best, it’s about planning for all of the contingencies and risks.

My first goal is to help protect you from pitfalls. Longevity, Social Security, insurance, beneficiaries and a living will are all part of your financial picture. We will include each of these in our planning and put measures in place to protect what you’ve worked so hard for.

Then we’ll work on a strategy to grow your income during retirement. I’ll help you avoid unnecessary risk, so you can retire with investments in place that will provide an annual income that keeps pace with inflation. You can have peace of mind that you won’t “outlive” your money. This strategy will help preserve your funds. We will structure your investments so that you won’t pay unnecessary taxes.

Ready to Start Planning?

Contact me today and schedule a time for a free consultation.