Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor 2065 Wealth Management

After graduating college with a Bachelors of Electrical Engineering in 1997, Joe Thomas started a medical software company with his college roommate. He is no stranger to hard work, as he was able to grow and then sell this business over a period of three years. Joe continued in his position with the new owners for the next six years as a resource. He went on to develop other software companies that were eventually sold to other entrepreneurs as well.

Joe entered the financial services industry in 2006. He works with small to medium sized businesses offering strategies to help them maximize their benefit dollars and to offer solutions to better protect the business entity. He also provides solutions to address the individual financial planning needs of employees, especially the business owner. Joe strives to put client needs first.

Joe is most passionate about working with business owners. He loves the unique challenge they face balancing their individual needs while also using and providing benefit packages for their employees. Joe’s goal when you meet with him is that you will leave feeling well informed and focused. Joe believes the financial industry is about listening to clients to identify potential concerns and then working with the client to develop solutions that can address these concerns.

He is the father of twin boys and twin girls. For good measure he also has a single boy rounding off his personal basketball team. Joe is a Birmingham native and has lived here almost his entire life.

Joe is an Eagle Scout and now volunteers as his children are working on their Eagle Scout achievements; He served as the Chairman of the Small Business Committee of the Birmingham Business Alliance. He was 2015 President of the Hoover Area Chamber of Commerce. He served as a Board Member of the Moss Rock Festival and Fresh Air Family for several years. He served as the Birmingham Area Director for Business Networking International (BNI). He is owner and co-founder of Networking Strategies of Birmingham, LLC.

Joe is an Owner of 2065 Wealth Management, he holds the Accredited Investment Fiduciary (AIF®)** professional designation. He's a Qualifying and Life Member of the Million Dollar Roundtable (MDRT)*

*Annual membership demonstrates qualifying production and meeting minimum production levels and paying annual dues. Qualification should not be perceived as a recommendation or an endorsement of services. An individual become a Qualifying Life (QL) member when approved for the 10-year membership. https://www.mdrt.org/join/member-requirements/

**AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Joe Thomas, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor, and a member of the Principal® Financial Network. 2065 Wealth Management is not an affiliate of any company of the Principal Financial Group®. 2832266-042023