Johnny Thomas
CEO at Total Financial Health, LLC and RIA at Fortis Wealth Management
- Role
- Registered Investment Advisor at Fortis Wealth Management
- Location
- American Fork, UT, US
- LinkedIn followers
- 500 followers
About Johnny Thomas
I have been working in the mortgage and financial advising industry for over 18 years, and I love to help people get their financial lives in order. I love creative, principle-based approaches to financing and business and have helped many families and entrepreneurs get their finances together and move to the top. Our company is a wealth strategies firm. We help families and people stop the transfer of wealth to outside entities in many ways; I work with 401k and IRA plans (including the Roth bucket planning) investments through Allegis Advisor Group as a series 65 licensed Investment Advisor, annuities, life insurance, and many other crucial financial products; and I help my community of clients keep more of their money through the LifeBank™ system of financing and many other principle-based methods. I have a beautiful family with my incredible wife Meg and six awesome kids. We have such an exciting and spontaneous life, and our kids keep us young! We both enjoy being healthy through my wife\'s good eating plans (I\'m not so good), CrossFit, hiking, and just being a loud family together! I myself am an entrepreneur and will always be. It is a different breed to make your own way, and I love helping others find financing, organize their business and create their own financial stability through financial principles and training. Let\'s work together and get it done! Specialties: I am fluent in English and Spanish and I\'m conversant in French, Italian, and Portuguese, and I specialize in being able to help anyone in any financial situation to better their financial lives.
Experience
Registered Investment Advisor
Jan 2013 — Present · American Fork, UT, US
Investment Advisor Representative for a Registered Investment Advisory firm.
Education
Brigham Young University
Bachelor of Arts (B.A.)
2000 — 2003
University of Maryland University College
Master's Degree
2012 — 2014
Skills
- Life Insurance
- Finance
- Mortgage Lending
- Retirement
- Web Development
- Financial Planning
- Operations Management
- Performance Management
- Fixed Annuities
- Sales
- Time Management
- Leadership
- Management
- Real Estate
- Entrepreneurship
- Training
- Strategic Planning
- Selling
- Strategic Financial Planning
- Start-Ups
- Wealth
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