Lee Thomson is the owner and founder of Thomson Investment Group and an LPL Financial Registered Principal. Overseeing the vision, leadership and direction of his firm, he strives to lead by example, taking a proactive and personalized approach with all client relationships. From meeting with clients face-to-face to selecting individualized investments along with offering client education, he strives to provide each client with an exceptional experience.
His firm’s basic principles have been built on honesty, integrity, transparency, exceptional customer service and a strong referral base. Lee and members of his firm travel across the country, meeting clients in the environment and location that they choose, in an effort to personalize their experience and develop long-term relationships.
Lee works closely with his clients and manages the business side of the firm. He and his team research the latest market and economic news and trends, always seeking new opportunities to serve clients in the most exceptional manner, while promoting business growth.
Lee and his wife, Jana, a retired public school educator of 32 years, and Prosper ISD School Board member, involve themselves in various activities to help and support others in their community and those in need of assistance. Such organizations as Cornerstone, Clothe-a-Child, DFW Lab Rescue, Lion’s Club and supporting their local school district, remain close to their hearts.
Best piece of financial advice: Pay off your debt first. Freedom from debt is worth more than any amount you can earn. Then, invest and prepare for the future.
Greatest Life Accomplishments: Thomson Investment Group, graduating from college, investing, Cookie Barons and being interviewed by CNBC Personal Finance.
Hidden Talent: Baking gourmet cookies. In fact, he owned his own cookie company, Cookie Barons!
Favorite Quote: “When you are not practicing, remember, someone somewhere is practicing, and when you meet him he will win.” – Ed Macauley
Favorite Food: Italian and Ahi-Tuna
Favorite Movie: Lonesome Dove
Favorite Sports: Golf and college football
Favorite Holiday: Thanksgiving
Favorite Vacation Destinations: Bora Bora, French Polynesian Islands, and WaterColor, Florida (Highway 30A)