A team dedicated to your financial independence

Kathleen M. Thomas
Kathleen M. Thomas, CFP®, CIMA®, CLU®
Director of Portfolio Services
Lead Wealth Advisor

Kathleen has more than 23 years of experience in the financial services industry and holds several professional designations. She is a Certified Investment Management Analyst, Chartered Life Underwriter and a Certified Financial Planner practitioner.

In addition to financial planning, Kathleen offers expertise in many other key areas, such as retirement planning, estate planning, investment management, insurance planning, tax strategies and employee benefits. She works diligently to bring all elements of each client’s financial life cohesively together and to help ensure that their assets are well-aligned with their overall plan.

Before establishing NewDay Solutions, Kathleen was a private wealth advisor at Ameriprise Financial Services in Hampton for over two decades. She builds loyal, long-standing relationships, and many of her earliest clients are still with her today.

For five years, Kathleen provided financial guidance to listeners of Boston’s talk radio show “In the Money.” She is currently writing a book for financially savvy females, due out in 2017.

Kathleen is a member of the Investment Management Consultants Association and the Financial Planning Association. She earned bachelor’s degrees in finance and political science from Salem College.

Originally from Newton, Massachusetts, Kathleen moved to Cape Cod with her family, where she graduated high school and first established her love of life by the sea. Since college, every move has been closer to the ocean. Today, she lives in Seabrook Beach, New Hampshire, with her husband, John. They have a daughter, Jackee.

In her free time, Kathleen enjoys participating in long-distance triathlons and road racing. She has run in the Boston Marathon seven times and the Ironman Distance Triathlon three times. She also spends her free time volunteering as a coach and mentor for Girls on the Run New Hampshire and Team in Training, a charity that trains athletes for marathons, triathlons and cycling events to raise money to fund blood-borne cancer research. Kathleen is a member of Our Lady of the Miraculous Medal church.

CFP® | Certified Financial Planner
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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