Humphrey G. Thomas CEP®, ABFP™,AAMS®
Financial Advisor and Investment Advisor Representative
"My role isn't to predict the future. It's to help clients make sound financial decisions regardless of what the markets or economy may do next."
For more than 21 years, Humphrey G. Thomas has helped individuals, families, retirees, and business owners navigate important financial decisions with clarity and confidence. As Founder and President of HG Thomas Wealth Management, he believes that financial success is built on discipline, education, and making thoughtful decisions over time, not reacting to short term market events.
Humphrey provides guidance in retirement planning, investment management, estate planning, tax aware investment strategies, insurance planning, and helping clients navigate significant life events such as retirement, divorce, inheritance, or the sale of a business. He believes that every financial decision should begin with understanding a client's goals, values, and priorities before evaluating the available options.
One principle has guided his practice throughout his career: an informed client is an empowered client. Humphrey believes understanding the reasoning behind financial decisions is just as important as the decisions themselves. He is committed to educating clients so they can move forward with confidence, knowing not only what they are doing, but why they are doing it.
Humphrey has earned the Certified Estate Planner® (CEP®), Accredited Behavioral Finance Professional™ (ABFP™), and Accredited Asset Management Specialist® (AAMS®) designations, reflecting his commitment to lifelong learning and professional excellence.
Originally from Curaçao, Humphrey has lived and studied on three continents, experiences that have shaped his perspective and strengthened his ability to serve clients from a wide range of backgrounds. He earned a Bachelor of Science in International Business from Maastricht University in the Netherlands and also studied at Texas A&M University through an international exchange program.
His commitment to service extends beyond his profession. Humphrey is the former Chairman of Proyecto Juan Diego, a nonprofit organization dedicated to expanding educational opportunities and supporting underserved communities. He also served as President of the Rotary Club of North Brownsville and Chairman of the Brownsville Chamber of Commerce, working alongside community leaders to promote education, civic engagement, and economic growth throughout the Rio Grande Valley.
Whether helping clients prepare for retirement, preserve wealth for future generations, or navigate life's financial transitions, Humphrey remains committed to providing objective advice, clear communication, and relationships built on trust, integrity, and education.
Sara Najera
For more than eight years, Sara has been an integral part of HG Thomas Wealth Management and a trusted resource for our clients. As Director of Client Relations, she is often the first point of contact and the person clients know they can rely on. Her commitment to exceptional service, attention to detail, and genuine care for every client relationship have made her an invaluable member of our team.
With more than 20 years of experience in client service and administration, Sara oversees the day-to-day servicing of client accounts, coordinates account maintenance, assists with the financial planning process, and helps facilitate the handling of client service requests. Whether assisting with account paperwork, distributions, contributions, beneficiary updates, or answering questions, she works diligently to make every client experience as smooth and stress-free as possible.
Sara is known for going above and beyond to help clients. She takes pride in building lasting relationships through responsiveness, professionalism, and a sincere commitment to providing outstanding personal service. Her dedication reflects the values of HG Thomas Wealth Management and the level of care our clients have come to expect.