Thomas John Stephen, CFP®, RICP®
Director of Planning
“I love meeting new people and developing relationships. Financial planning allows me to do that while helping others realize and achieve their goals.”
Thomas is currently serving as the Director of Planning for Glenwood Investment Group LLC, an independent advisory firm. He works with clients to help them understand their long term financial health through financial planning. Thomas enjoys working with individuals, families, and business owners to educate and help determine how best to maximize their retirement goals. He also oversees the operations of the office and works diligently with the staff to create an exceptional experience for all clients.
Born and raised in Manchester, NH, Thomas graduated from the Peter P. Paul College of Business and Economics at the University of New Hampshire in 2015. After graduation, he became a Certified Financial Planner. He has also completed his Series 66 License (Uniform Combined State Law Examination) and is a licensed New Hampshire Life, Health and Variable Insurance Agent. He is currently attending the American College of Financial Services to be a Retirement Income Certified Professional.
Thomas enjoys discovering new and local breweries and watching the latest Marvel movie!