Speaker

Joe Thomas

Senior Investment Advisor at Capstone Financial

After graduating college from Auburn University with a Bachelors of Electrical Engineering in 1997, Joe Thomas started a medical software company with his college roommate. He is no stranger to hard work, as he was able to grow and then sell this business over a period of three years. Joe continued in his position with the new owners for the next six years to ensure the success of the company. He went on to develop other software companies that were eventually sold to other entrepreneurs as well.

Joe entered the financial services industry in 2006 for a new challenge. He works with small to medium sized businesses helping them maximize their benefit dollars and to offer solutions to better protect the business entity. He also provides unique solutions to address the individual financial planning needs of all employees and especially the owners. When you meet with Joe, one thing is for sure, you will leave feeling well informed and focused.

He is the father of twin boys and twin girls. For good measure he also has a single boy rounding off his personal basketball team. Joe is a Birmingham native and has lived here almost his entire life.

Joe is an Eagle Scout. He is part of the Birmingham Business Alliance and now serves as the Chairman of the Small Business Committee. He was 2015 President of the Hoover Area Chamber of Commerce. He serves as the Birmingham Area Director for Business Networking International (BNI).

My Workshops