Thomas Waterway joined Lantern Global Advisors in 2020 after spending almost four years in marketing and sales, providing a broad range of marketing and training services to financial companies. He often partnered with the life insurance industry to provide information that the local offices needed to advise their clients on their personal financial situation. It piqued his interest in the financial planning process. Thomas reflects, “I remember thinking, 'I want to be the one helping the clients.'”
Thomas views financial planning as a collaborative journey rather than a destination. This approach is deeply personal for him; he is inspired by his parents' entrepreneurial spirit, owning their own business in Holland, Michigan. This upbringing instilled in him a strong appreciation for the importance of personalized financial guidance and the satisfaction of helping individuals achieve their financial goals.
Thomas graduated from Spring Arbor University in 2016, where he ran track and majored in business administration. He is a Certified Financial Planner® professional and holds Series 7 and 66 registrations through LPL Financial.
Thomas and his wife, Kirsten, have two daughters. They enjoy hiking and traveling, especially to visit extended family around the country. One of their goals is to hike all the U.S. National Parks. Thomas values the time he spends with his clients and is always excited to hear about their travels. “"I feel like I get to take part in the adventure, even when I'm not there."
