Committed to delivering exceptional value and trusted advice since 2006
My favorite books are Dune and The Lord of the Rings.
I follow the San Francisco Giants, San Jose Sharks, and tennis player Casper Ruud.
My favorite vacation was to Tokyo and Kyoto, and my dream trip is to visit Iceland.
Thomas Reed
Wealth Associate / Co Lead Paraplanner
At TrueNorth Wealth, I support our advisors and clients through every stage of the planning process. I assist in client meetings, prepare analyses, process trades, and follow up on meeting action items. I also help answer client questions, especially those related to tax planning, to make sure every detail is handled and every client feels supported.
I graduated with a degree in economics and hold my Series 65 license. I’ve passed my CERTIFIED FINANCIAL PLANNER™ exam and am now a candidate for the CERTIFIED FINANCIAL PLANNER™ certification. With nearly four years of experience, I’ve found that what I enjoy most is applying analysis to real-world situations — turning numbers and strategy into meaningful results for clients.
Outside of work, I have a wide range of interests that keep me busy and creative. I enjoy scuba diving, running, skiing, playing and listening to music, and exploring new forms of art like painting and photography. I also love spending time with friends over board games or a good tennis match.