Joe Thomas

After graduating college with a Bachelors of Electrical Engineering in 1997, Joe Thomas started a medical software company with his college roommate.

He is no stranger to hard work, as he was able to grow and then sell this business over a period of three years. Joe continued in his position with the new owners for the next six years as a resource. He went on to develop other software companies that were eventually sold to other entrepreneurs as well. Joe entered the financial services industry in 2006. He works with small to medium sized businesses offering strategies to help them maximize their benefit dollars and to offer solutions to better protect the business entity. He also provides solutions to address the individual financial planning needs of employees, especially the business owner. Joe is most passionate about working with business owners. He loves the unique challenge they face balancing their individual needs while also using and providing benefit packages for their employees. Joe’s goal when you meet with him is that you will leave feeling well informed and focused. Joe believes the financial industry is about listening to clients to identify potential concerns and then working with the client to develop solutions that can address these concerns. Joe is an Owner of 2065 Wealth Management, he holds the Retirement Income Certified Professional (RICP®) and Accredited Investment Fiduciary (AIF®)** professional designation.