Thomas graduated from The University of North Carolina with a B. A. (Economics) and New York University with a diploma in Financial Management. He has over 35 years experience in the financial services industry. Thomas currently manages both individual and institutional investment portfolios in the southeast. He has comprehensive knowledge of strategies for Retirement Planning, Wealth Preservation, and Estate Planning.In January 2008, Thomas founded the independent financial services firm of T. H. Kepley Financial Services, LLC. All securities are offered through Capitol Securities Management, Inc.— a member of FINRA & SIPC. T. H. Kepley Financial Services, LLC offers a full range of investment and insurance services and products. Whether clients are just beginning to establish a financial foundation, building their net worth, or preserving their estate for retirement, family, or charities, members of the firm can objectively review each situation, identify issues that should be addressed and make appropriate recommendations. From the Board Room to the Breakroom (or even your Living Room), his goal is to help you achieve your financial goals.Thomas currently serves as the Chairman of the Virginia-Carolinas Scholarship Foundation, a Local Board Member for the United States Selective Service, a local committee member of the National Deer Association (NDA), a local committee member of the National Wild Turkey Federation (NWTF), and a former Scoutmaster and Troop Committee member for BSA Troop 37. He is married to Kelly Catoe Kepley and they have three children.Thomas’ professional licenses include FINRA Series 4, 7, 24, 27, 53, 63, and 65. He is a South Carolina Registered Investment Advisor and is a Life, Accident, Health and Long Term Care Insurance Producer licensed in South Carolina and other regional states.Specialties: Retirement Planning, Wealth Preservation, Estate Planning, Fixed Income Trading - Municipal, Corporate, & Government Bonds, and 401(k) Retirement Plan Advisor