JD Thomas & Co. LLC

Personal Finance and money Coaching

We partner with AdvertPerfect to help clients with Top of Mind Awareness, TOMA. That's where we develop our clients' image to. When people are shopping for a service provider they can search Google or simply contact the business that is top of mind.  We place our customers at top of mind. We provide

  • Email Marketing
  • Social Media Advertising
  • Blog Development and Management
  • Web Site and Management
  • Local Advertising, Listing and Exposure
  • SEO and SEM

What are your pain points? Business owners and executives understand that an outside set of eyes can be the best solution. We help companies solve problems. Our team has worked with small solo businesses and some of the largest business solving problems from startups to major acquisitions in American business. We pay for ourselves. If our services do not increase revenue or reduce expenses sufficient to cover our fee we will adjust it accordingly.

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We use our expertise to work collaboratively with our clients to assist them in achieving their goals. The team of JD Thomas and Company has a breadth of experience from which to draw leading to favorable outcomes for our clients.

Practice Areas

Nothing touches every area of your life like personal finance. After three decades with Wall Street firms, I now use my experience to teach and educate people on how to navigate their own personal finances. The process starts with an initial consultation then design, implementation and monitoring of your financial plan. 


With advancements in technology, you are better position now to take a more active role in your investments and personal finances. I little education will go a long way to help you cut the expenses charged by the traditional financial companies.


Click here to initiate a conversation about what I can do for you.  Explore The Well Planned Wallet , my personal finance blog.

Business Development Consulting

We use our experience as a top retirement plans producer to help clients navigate the complex arena of the 401(K) marketplace. We collaborate with our client's HR department, retirement plans board and other key stakeholders to assess your company's 401(K) needs. Then we search the marketplace to narrow the providers to a few top candidates. Working with your company, we help in the selection and implementation process.


Our work brings you expert assistance and frees up your personnel for other activity while we complete this outsourced work. We do not sell 401(K) plans, represent any financial companies or receive any compensation from any entity other than our clients. We work only for our clients. You will always get objective advice from us.

Make a difference for self & family. We make things happen.

are you ready?

“I absolutely believe that people, unless coached, never reach their full potential.”  Bob Nardelli, CEO Home Depot


Those committed to raising their 'A Game' like top athletes and other performers work with a personal coach. Entrepreneurs and business professionals recognize the importance as well and do the same. To grow and develop one needs objective observation and feedback from someone who is there to help them. The characteristics of someone who should work with me are have a burning desire to do big things, ready to move to the next level and coachability.

My goal is to help you succeed. I will create a custom coaching program for your style, personality and goals. Get started here by sharing with me a few times that you are available for an initial telephone conversation. Click here

Professional Coaching

401(k) Provider Search

Marketing and TOMA