Meet Our Team
Humphrey G. Thomas, CEP®, CDFA™, ChFEBC , AAMS®, PPC®
Founder & CEO
Financial Advisor and Investment Advisor Representative
Humphrey is a Registered Financial Advisor and an Investment Advisor Representative who works with you to design a financial plan that’s in your best interest. He founded HG Thomas Wealth Management in pursuit of his passion: Helping you fully understand your financial situation and take informed action to create a financially secure future. With his B.S. in International Business from Maastricht University, an impressive list of credentials, and more than 15 years’ experience in the financial industry, Humphrey has the unique ability to explain difficult or daunting financial concepts in simple terms.
His roots run deep in the Rio Grande Valley. In addition to calling it home since 2002, he’s an active member and former president of the North Brownsville Rotary Club as well as former Chairman of the Brownsville Chamber of Commerce and current Chairman of the Board of Directors for Proyecto Juan Diego, Inc.
Director of Client Relations
Sara is a licensed Insurance Agent, America’s Health Insurance Plan (AHIP) certified, and Medicare Advantage certified. With 20 years’ experience in administration and client relations, she brings a refined skillset to HG Thomas Wealth Management. As Director of Client Relations, Sara strives to make every client’s experience a pleasant one. She oversees the day-to-day administration of your accounts and assists in the financial planning process. She is your personal assistant and will promptly address your requests, issues, and concerns regarding statements, distributions/contributions, and other matters.