Broker Check

1457 Marsh Street
Suite 200
San Luis Obispo, CA 93401

The Thom Group

(805) 546-6022

 

Team

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 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 Sutro & Co. Her...

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Carol Thom, CWS®

President, Investment Advisor

(805) 546-6022

805-546-6025

Carol Thom is the President and founder of the Thom Group, and is a well known member in the community who has been an advisor for 30 years. Carol has qualified for several production excellence awards throughout the years; including...

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Neil Thom

Vice President, Investment Advisor

(805) 546-6022

(805) 546-6025

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...

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Peter Giannini

Financial Advisor

(805) 546-6022

(805) 546-6025

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...

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Latisha Pryor

Registered Sales Assistant

(805) 546-6022

(805) 546-6025

Latisha has been with the Thom Group since 2001. She enjoys her work, and especially the close ties working in a family based business. She really enjoys working with all the wonderful clients. She is Series 7 licensed, and able to...

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