Thomas Truluck, CRPSSM, is an Advanced Strategies Associate at Cassaday & Company, Inc., and joined the firm in December 2020.
He works closely with the Director of Advanced Strategies to provide assistance to clients with insurance and annuity needs and inquiries. This includes gathering information for policies and processing requests on their behalf.
Thomas studied at Radford University, where he got his degree in Finance with a concentration in real estate and insurance planning. While at Radford, he served as Vice President of Finance for the Student Managed Investment Portfolio Organization (S.M.I.P.O). Prior to joining Cassaday & Company, Inc. he worked as a financial advisor and currently holds. Thomas attained his Chartered Retirement Plans SpecialistSM designation from the College of Financial Planning, and holds his Series 63, 7, and LAH licenses.
In his free time, Thomas enjoys playing golf and frequenting Lake Anna. He is a Northern Virginia native and currently resides in Reston, VA.
He is a Registered Representative with Osaic Wealth, one of the largest independent broker-dealers in the United States. He does not offer securities or investment advisory services. Thomas is not registered with Cassaday & Company, Inc.