Joe Thomas


Let's put strategies together to work for you. Whether your priority is personal finances, your business, or both, I'm committed to helping you succeed.


  • Joe has almost 20 years of financial and retirement plan services experience.
  • Strong focus on financial planning, 401(k) and pension plans.
  • Previously owned three companies

Education & Credentials

  • Bachelor of Electrical Engineering - Auburn University
  • FINRA Series 6, 63 and 65 securities registered
  • Life & Health insurance licensed


  • Joe stays involved with his church, Boy Scouts of America, and Leadership Hoover.
  • He is a father to five children, including two sets of twins.
  • He is an Eagle Scout, Author, and International Speaker.




Phone (205) 444-5588
Fax (877) 414-3971
Mobile Phone (205) 532-1902