Our senior management team averages 20 years of service with the firm. Our employees are selected from the best in the industry judged by merit and by personal standards of commitment, discretion and integrity. Rick Thomas, CLU® | Founder and Chairman Emeritus Rick Thomas is Founder and Chairman Emeritus of Thomas Financial which he founded in 1975. His firm focuses on estate planning and wealth transfer for high net worth individuals and firms as well as business continuation and executive benefits for both the public and private sectors. meet Rick Lauren Thomas Compton CFP® and CLU® | President and CEO Lauren began her insurance career with Thomas Financial in 2004 and is now President and CEO of the firm. She is responsible for revenue growth, finance, operations and cultivating the relationships of the firm’s second- and third-generation clients, especially those of family businesses. meet Lauren Joel Stephens, CLU® | Principal and President, Life Insurance Joel specializes in life insurance planning for business owners and executives of both closely-held and publicly-held companies. He concentrates in Estate Planning for High Net Worth Individuals, Business Continuity and Executive Benefits. meet Joel Leslie Darrigo, CLU® | Chief Operating Officer Leslie began her insurance career with Thomas Financial in 1984. Leslie is the Director of Operations, involved in all facets of the business including overseeing coordination of the departments and flow of business, improving procedures, assisting in strategic planning and training and mentoring the team. meet Leslie Craig Faassen, CFP® | Principal and President, Wealth Management Craig Faassen, CFP®, is Principal and President of the Wealth Management Division.. He combines deep technical expertise with a client-centric network of professional relationships. meet Craig Lori Taylor | Executive Assistant During her 25+ year career with Thomas Financial, Lori has worked in the areas of client service and underwriting. She now serves as Executive Assistant to both Lauren Thomas Compton and Joel Stephens. meet Lori Andy Cremer | Director of Case Design Andy is the Director of Case Design, responsible for design, implementation, and in force management life insurance, retirement planning, wealth transfer, and business continuation plans. meet Andy Darielle Drummond | Director of Client Services As the Director of Client Services, Darielle is a vital point of contact for life insurance, annuity and disability income insurance related service inquiries. While being responsible for assisting with managing our current in-force business, Darielle provides exceptional customer service and upholds the fundamental principles Thomas Financial was founded on – accountability and integrity. meet Darielle Angelica Proctor-Saddler | Director of In-force Management Angelica is the Director of the In-force Management Department. Together with M Financial and the Carriers, she continuously monitors the service, experience and performance of in-force business to ensure that proprietary products continue to be effective. meet Angelica Kory Lenz | Financial Planner Kory is a Certified Financial Planner™ who recently joined Thomas Financial from Morgan Stanley. He earned his Bachelor of Science in Business from Miami University in 2012 and his Master of Business Administration with a concentration in Finance from the University of Tampa in 2017. meet Kory Kyle Medley CPFA | Director, Corporate Retirement Planning Kyle specializes in individual disability insurance and retirement planning including 401(k)’s. Prior to joining Thomas Financial, he was in comprehensive business risk management, assisting specific business niches mitigate losses and maximize returns. meet Kyle JS Gagnon | President, Group Benefits JS is the President of the Group Benefits Division at Thomas Financial. A 15-year veteran of the health insurance field, he is widely recognized in the industry as a consumer driven healthcare and benefits technology expert. meet JS Jeremy Schoenfeld | Client Service Associate Jeremy is part of our Wealth Management Division. He brings 12 years of financial services experience from Wall Street where he worked in operations, trading and management. meet Jeremy Brennon Toomepuu | Case Design Analyst Brennon is a member of the Thomas Financial Case Design team. As a Case Design Analyst, she provides support to the Financial Advisors by providing benefit summaries, quotes, and sales proposals. meet Brennon Alexa Isetts | Client Services Analyst Alexa joined the Thomas Financial team in 2017 as the Office Coordinator. Her role has since expanded, and she now additionally supports both the accounting and client services departments with policy management and services, invoicing, and agent commissions. meet Alexa
