Client Specialists & Service Team
Over 30 years of putting clients first
Our team has over 100 years of combined experience. Each member plays a role in managing, consulting, and servicing our clients. Our founder, Stephen L. Thomas, prior to establishing Linden Thomas & Company, found that most of the industry advisors fell short of client's expectations because they would not build a team with industry experts within their respective fields. Instead, they often farmed out the advice to third-party money managers pooling clients together. In that environment, clients get both poor advice and results.
So, Linden Thomas & Company set out to build a team of multi-generational, multi-talented Certified Financial Planners, Chartered Financial Analysts, and bond and equity experts alongside financial advisors. This allows each of our client's direct access to superior portfolio management and a team of specialists to help them navigate through life with the very best, unbiased advice.