THOMAS E. MATHAS
Principal / Financial Adviser
Tom Mathas is an accomplished figure in the financial industry, with a rich history of experience and a strong commitment to his community. Here’s a summary of his background:
Professional Journey: Tom began his career in the financial industry as an agent with New York Life Insurance Company in 2000, initially focusing on life insurance and financial products in Texas. He relocated to his hometown of Norfolk, Virginia in 2003. In 2010, he founded Mathas Financial Group, LLC, which specializes in retirement planning, wealth transfer, disability income, and business succession planning.
Expertise: With licenses in multiple states, Tom advises clients on a diverse range of financial products including insurance, annuities, investments, and private money management. His firm, Mathas Financial Group, LLC, has established relationships with various institutions including banks, brokerages, legal, and accounting firms.
Professional Affiliations: Tom is actively involved in professional organizations such as the National Association of Insurance and Financial Advisors (NAIFA) and served as a Past Board Member of the Norfolk Chapter. He is also recognized as a lifetime and qualifying member of the Million Dollar Round Table (MDRT)*, indicating his high level of professional achievement.
Education and Personal Life: Tom attended Norfolk Collegiate School and currently serves as a Board Member there. He went on to pursue his undergraduate studies at the University of Virginia, graduating with a BA in Psychology in 1987. Tom is deeply rooted in family life with Robyn, his wife of 30 years, and their two daughters, Mia, and Sophie. He is a lifetime member of the Annunciation Greek Orthodox Church and serves on various committees there. In his free time Tom enjoys spending time on the lake fishing and playing bass guitar with his band.
Overall, Tom Mathas exemplifies a dedicated professional with a broad skill set in financial planning and a passion for serving his clients and community. His extensive experience, coupled with his personal values and interests, contributes to his success in the financial industry.
Thomas E. Mathas is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Mathas Financial Group LLC is independently owned and operated from Eagle Strategies LLC and its affiliates and does not provide tax, legal or accounting advice.
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
PAUL HOLMAN
FINANCIAL ADVISER
COREY SULLIVAN
FINANCIAL ADVISER
MEG PAGE
DIRECTOR OF OPERATIONS
MELISSA BIRGE
PARAPLANNER
STRATEGIC ALLIANCES
Click below to learn more about some of the entities we work with.
THE NAUTILUS GROUP®
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Tom works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
EAGLE STRATEGIES, LLC
Through Eagle Strategies, Tom provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.