Thom Shumosic CFP®, AIF®
As founder of MidAtlantic Retirement Planning Specialists (MARPS), Thom is responsible for maintaining existing relationships, cultivating new client engagements, and overseeing our advisors. He received his bachelor’s degree from the University of Delaware, his Certified Financial Planner™ designation (CFP®) from the College for Financial Planning and his Accredited Investment Fiduciary designation (AIF) through the Center for Fiduciary Studies. Thom currently serves the University as a member of the Advisory Board for the Financial Planning and Wealth Management Major. The major is offered through the Lerner Business School at the University of Delaware. Thom and his wife Stephanie have endowed two scholarships at the University of Delaware (one in Athletics and one the Financial Planning Major). Both scholarships are for students who are first generation college students. Thom previously served the University of Delaware Alumni Association as an Executive Board member. Thom also coached a Delaware High School State Basketball Championship in 1991. Thom serves on the Board of Trustees of the Delaware Art Museum where he chairs the Finance Committee. Thom is a Rotarian with Caesar Rodney Rotary Club in Wilmington. Thom serves Kestra on the Retirement Plan Advisory Council. Thom lives in Wilmington with his wife Stephanie. They have two daughters and a son (and a daughter-in-law). He enjoys Philadelphia Sports and University of Delaware Athletics. He enjoys great food and tailgating. Thom is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.