Prior to joining SageView, Thomas managed the retirement plan services practice at Oswald Financial, Inc. In her 18 years in the retirement services industry, she has also served as a client services manager for Neuberger Berman and the Associate Portfolio Manager for McDonald Investments.
Randall Long, founder and CEO of SageView, commented, “Over the course of her career, Ms. Thomas has assisted in the management of more than $1.1 billion in client assets. The depth of her knowledge and experience will be a wonderful asset to our firm, and we are excited to have her on board.”
For more information about SageView, visit www.sageviewadvisory.com.