Jeff Thomas CLU®, RICP®


Jeff has enjoyed working in the Financial and Insurance industry since 1991. He graduated from the University of Georgia with a B.B.A. in Risk Management and Insurance. He grew up in Roswell, Georgia and now resides in Norcross with his wife Natalie, and two sons, Jack and Alec where he enjoys playing tennis, golf and wake surfing. Jeff is active in the community and enjoys volunteering his time to several local charities and schools in the area. He is a member and sponsor of the Peachtree Corners Business Association where he recently served on the Board of Directors for 3 years. Jeff was recently named as a Five Star Wealth Manager in Atlanta Magazine for the eleventh consecutive year (2012-2022). Over the past 20 years, Jeff has had the privilege and pleasure of working with both retirees and pre-retirees to help accomplish their financial goals and dreams. He has given workshops to civic groups, churches and other groups in the Atlanta area over the past 12 years.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to