"Our people make us great."
Steve is a Senior Investment Advisor with Phillips & Company. A recent addition to the team, Mr. Thomas brings 10 years of financial services and investment advisory experience. He specializes in providing financial education to 401(k) participants with the goal to engage employees to participate in saving for retirement.
Prior to working as an investment advisor, Steve as was co-owner of a successful grocery store for more than 15 years.
Steve attended Central Washington University in Ellensburg, Wash., before graduating from Lower Columbia College in Longview, Wash., with a degree in Computer Science.
Steve holds a FINRA™ license (Series 65) registered for Phillips & Company.