What does financial well-being look like? At Wealth Teams Alliance, our affiliates know everyone’s view of financial well-being is truly unique, and that our aim is to develop strategies that meet our client’s set of specific needs, objectives, viewpoint, and long-term goals.

As a retirement planning consultant, Jevon Thomas helps business owners create results-oriented retirement plan solutions for their organizations.  Successful retirement plans have processes and practices that fulfill the owners fiduciary responsibilities, educate participants, and most importantly help participants reach their retirement goals.

He is available to help with the following types of retirement plans: 401k, 403b, 457(b), 457(f), 457 Governmental, Defined Benefit, ESOP and Nonqualified retirement plans

• Plan design and analysis
• Investment/ fee benchmarking and analysis
• Employee education
• Fiduciary Liability

Specialized Education:
• Bachelor of Business Administration, International Business, University of Alaska, Fairbanks
• Securities Registrations: Series 6, 7, and 63
• Life and health insurance licenses


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