Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us.
Stacey is an Investment Advisor Representative specializing in Investment Planning and Life / Health Insurance services. She has been with the Thom Group since 2001 and started her career in the financial services industry in 1999 at...
Carol Thom, CWS®
President, Investment Advisor
Vice President, Investment Advisor
Neil is the Vice President of the Thom group and has been a member of our community for 35 years as an investment advisor for 27 years. Neil is a former U.S. Marine, who in 1968 received the Navy commendation medal with valor. Formerly...
Peter Giannini is the newest addition to The Thom Group. He has made a wonderful addition to the firm since coming aboard in 2007. Peter comes with strong local ties and was born and raised on the central coast.Peter has spent the past...