Thomas is a Registered Representative offering securities and advisory services through Lincoln Financial Securities Corporation, Member SIPC. Securities are offered to residents of AZ, CA, FL, GA, HI, MD, MI, MO, NV, SD, TX, PA & WA. Advisory services offered to residents of CA. Lincoln Financial Securities and Tax & Financial Partners are not affiliated. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Thomas Sim's CA Insurance License Number 0809339. Branch Office: 1000 North Coast Highway, Suite 2, Laguna Beach, CA 92651. LFS-3752090-090821

Thomas has 30 years of wealth management experience. He specializes in working with owners and operators of privately held businesses. Thomas graduated from University of Southern California in Los Angeles with a BS in Marketing. Thomas began his career in 1990 with Tax & Financial Group, in Newport Beach, CA for 14 years. He founded his own wealth management practice in 2004 focusing on the needs of affluent families, corporate executives, and professionals. Thomas has obtained the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) designations from the American College in Pennsylvania, Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning, as well as the Certified Long Term Care (CLTC) designation.