
Position:
Retirement Plan and Group Benefits Specialist at Momentum3 and Benefit Education Specialists, LLC
Location:
Charlotte, North Carolina, United States
Found email addresses for Thomas Sims:
Found phones for Thomas Sims:
Jan 2026 - Current
Apr 2025 - Dec 2025
Sep 2023 - Oct 2024
Jan 1999 - Jan 2014
Their professional focus is 401(k), 401(k) Retirement Savings Plans, and 403(b) across 3 core areas.
Thomas holds Series 7, Series 63, Series 65, LIfe and Health Insurance certifications.
CFP Designee (over 20 years) at College for Financial Planning
Master of Science - MS at College for Financial Planning
Bachelor's degree at Liberty University
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