Thomas Financial

Please join us in recognizing Mickey Bryan, who is celebrating 5 years with Thomas Financial. Mickey’s role in overseeing the Group Benefits service team and managing client implementations has been critical to our success. With over 20 years of experience in health insurance and a strong background in compliance and technology, Mickey ensures seamless integration and adherence to regulatory requirements for our clients.   Mickey’s knowledge, leadership, and professionalism are invaluable to our team.   Thank you, Mickey, for your dedication and hard work. #7452021.1.   #WorkAnniversary #TeamThomasFinancial #ClientSuccess

We are proud to celebrate JS Gagnon, President of our Group Benefits Division, for 7 years with Thomas Financial. With over 20 years of experience in the health insurance field, JS is a recognized advocate for consumer-driven healthcare and benefits technology. His leadership has been instrumental in guiding employers to strategies that improve plan management and reduce costs.   JS’s experience and dedication have made a significant impact on our team and clients. We are grateful for his continued contributions and leadership.   Thank you for your commitment to excellence. #745202.1.   #WorkAnniversary #Leadership #TeamThomasFinancial

Lauren Thomas Compton, CFP®, CLU® recently attended the opening of The Spring of Tampa Bay's new facility, marking a significant milestone in the ongoing effort to provide support and refuge to survivors of domestic violence.   This state-of-the-art facility will offer survivors a safe, welcoming space to begin their journey toward healing and rebuilding their lives. The expanded center will provide essential services such as counseling, legal advocacy, and life skills programs—critical resources that empower survivors to regain their independence and strength.   Thank you to the Spring CEO Mindy Murphy for your vision and leadership of your incredible team.   To learn more about the campaign and the impact of this new facility, please visit: https://lnkd.in/e-9U57s4. #7425015.1.

This Thanksgiving, we pause to reflect on the core values that have guided Thomas Financial as a second-generation family-owned business: trust, commitment, and gratitude. We are deeply thankful for the relationships we’ve built and the opportunity to serve our clients and community.

Today, we salute our heroes—our veterans. Thank you for your service, sacrifice, and unwavering dedication. Your courage inspires us all. 🇺🇸 #VeteransDay

Important Estate Tax Update for Florida Residents:   The IRS recently released federal estate tax data from 2022, revealing that Florida ranked second nationally in estate taxes paid, totaling $2.7 billion. The average estate tax per taxpayer in Florida was $7,124,011.   This serves as a crucial reminder of the importance of estate planning. Life insurance is often a cost-effective solution to cover estate taxes, helping preserve assets across generations.   With $7 million reasons to plan, Thomas Financial is here to guide you through strategic estate planning options! Reach out to begin a sound financial future today: https://lnkd.in/d98Ym64. #7259673.1.

Thomas Financial was honored to have our CEO, Lauren Thomas Compton, CFP®, CLU®, participate as a distinguished panelist at the Generations of Success event hosted by the University of Tampa last Friday! Lauren shared valuable insights on sustaining growth, fostering innovation, and navigating the complexities of a multi-generational family business.   We were privileged to be in the company of other remarkable panelists, including Danny Mastronardo, co-founder of Nardo's Naturals, and Callahan Reynolds, estimator at Reynolds Painting Group FL, who each brought unique perspectives on entrepreneurship and family business leadership.   Thank you to The University of Tampa Lowth Entrepreneurship Center for facilitating this inspiring event, and we look forward to continuing to support and engage with the entrepreneurial community. #7228487.1.   #ThomasFinancial #FamilyBusiness #Leadership #Innovation #Entrepreneurship #GenerationsOfSuccess  

We enjoyed seeing our CEO Lauren Thomas Compton, CFP®, CLU® deliver her keynote speech to students and community members at the University of Tampa - John H. Sykes College of Business leadership series earlier this month.   During her talk, Lauren shared invaluable insights from her career, emphasizing the importance of tackling the hardest tasks first, fostering a structured work environment, and embracing systematic saving for long-term financial security. She also highlighted the significance of mentorship and the power of constructive criticism in personal growth.   In closing, Lauren underscored the value of giving back, especially to the University of Tampa. Her dedication and impactful leadership serve as a powerful inspiration, blazing a trail for future generations of students and setting a new standard for success in leadership.   Thank you to Dean Frank Ghannadian and Professor Bella Galperin for presenting Lauren with the same commemorative plaque her father received when he delivered his own speech in 2016. This thoughtful gesture made her moment even more meaningful, connecting generations through shared recognition! #7095110.1

Thomas Financial is proud to announce that our CEO, Lauren Thomas Compton, CFP®, CLU®, will be the speaker at the University of Tampa - John H. Sykes College of Business TECO Energy Center for Leadership Speaker Series on Wednesday, October 2, from 4:30 to 5:30 p.m. As an alumna and a second-generation graduate of UT, Lauren's return to campus signifies a meaningful milestone in her professional journey and the legacy of her family business, which began with her father, a fellow UT alumnus.   Throughout her distinguished career in financial services, Lauren has exemplified exceptional leadership and strategic vision. Her robust foundation at the University of Tampa, combined with extensive industry experience, has solidified her reputation as a prominent leader. Attendees can anticipate valuable insights as Lauren shares lessons from her career in corporate strategy and leadership development with the UT community.   This is a valuable opportunity to learn from Lauren’s remarkable experience. https://lnkd.in/eUUsF479.

This month, we highlight Jose Ocasio, a vital member of our accounting team at Thomas Financial. Since joining us in 2023, Jose has significantly contributed to our financial operations. A Tampa Bay native and USF Finance graduate, he is dedicated to both his profession and his commitment to fitness, water sports, and local animal shelters. We are proud to recognize Jose's contributions during Hispanic Heritage Month! #7027722.1. #HispanicHeritageMonth #ThomasFinancial #HealthIsWealth