Thom has more than 25 years of experience in the financial services industry with his focus primarily in asset management and alternative investments. He has worked with A.G. Edwards and Merrill Lynch before joining Raymond James & Associates in May of 2003.

Thom has also completed the three-year program for investment executives at the Wharton School, University of Pennsylvania and has a license in managed futures. Thom is a Retirement Plan Consultant (RPC),  Wealth Management Specialist (WMS) and has obtained the designation of  Investment Management Consultant from the Raymond James Institute of Finance.

Prior to joining Raymond James in 2003, John worked with Paine Webber, Smith Barney, and Merrill Lynch.  John brings over twenty-five years of experience in the financial services industry to each relationship.  John is committed to overseeing the multi-dimensional financial needs of families and businesses.

John holds Series 7, 31, 63, and 65 licenses, has licenses in Life, Health and Long-term care insurance, and is a registered investment advisor.  John is a Retirement Planning Consultant (RPC), Wealth Management Specialist (WMS), and a Investment Management Consultant.  John received his Bachelor’s of Science degree from Indiana University, Bloomington.

His practice is tailored to select families and businesses who seek solutions in an ever-changing financial world. John’s personal time is spent working with various charitable organizations.  He is on the board of directors for the National Kidney Foundation.  John has served as director and board member on several conservation groups and currently is an ambassador director for the Little River Wetlands Project in Indiana.  John and his wife, Barbara, enjoy travel, hiking, fishing and outdoor activities.

Kim has more than 15 years of experience in financial services. Before joining Raymond James in 2003, she worked as a senior inquiry clerk and trust assistant for National City Bank and as a registered client associate with Merrill Lynch of Fort Wayne, Indiana. Kim holds a series 7 and 66 license. 

Kim specializes in client administration — fully and effectively meeting the clients needs while  assisting her advisors in providing them with effective wealth management services.

George W. Click III is the Branch Manager for several offices of Raymond James & Associates in the northern Indiana area where he is based in Fort Wayne, Indiana and works from our 9910 Dupont Circle Drive East location.  Since 1988 George has worked with Smith Barney, Merrill Lynch and Oberlin Financial Corp where his jobs have included Operations Manager, Administrative Manager and President, among others. 

In his current role, George works closely with John, Thom and Kim in helping their team collectively present information in a straightforward, understandable manner so that together with their clients, they can determine the most appropriate options available for their clients’ portfolios. George lives in Fort Wayne with his wife Lisa and their 3 sons, Jacob, Will and Jon.  When not working, George enjoys golfing, cooking and entertaining and enjoying time with his family.