Lavea Thomas, Cfp®, Caia Email & Phone Number

Lead Advisor, CERTIFIED FINANCIAL PLANNER™, Chartered Alternative Investment Analyst (CAIA) I am a financial advisor and use my decades of expertise about sophisticated wealth management practices to help my clients successfully reach their financial goals. I thrive when helping others who are in the midst of a financial or life transition by getting them organized, focused, and clear about their goals. Whether change comes from sudden money, selling a business, retiring, or divorce, I make sure clients feel at ease moving through life’s changes.Ways I can be helpful: I enjoy explaining financial concepts and breaking down complex topics in an understandable way, so people feel informed when making decisions about their unique circumstances. I enjoy merging technical knowledge with practical considerations that are geared toward a client's actual goals and needs. I fundamentally believe that one can achieve their goals without taking undue risk or incurring unnecessary costs.Education: My collegiate schooling was in Accountancy at Boise State University. I spent over a decade working in the capital markets before becoming a financial advisor. I am a CERTIFIED FINANCIAL PLANNER™ professional and hold the Chartered Alternative Investment Analyst (CAIA) accreditation. Personal: I live in Star with my husband Wade, a recovering attorney, and our 2 daughters. At home, I love to cook and find reasons to host food and wine pairings with friends and family throughout the year. I am a voracious reader (find me on Goodreads) and have a rotating stack of books by my bedside at all times. While I am an alum of Boise State, I am required by marriage to devote my college football alliance to the Georgia Bull Dogs. Go Dawgs!

Listed skills include Series 7, Investments, Alternative Investments, Due Diligence, and 26 others.

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  Boise State University

  Accounting