Thomas E. Mathas
Principal / Financial Adviser
Tom Mathas is the principal and founder of Mathas Financial Group, L.L.C., a financial services firm specializing in retirement planning, wealth transfer, disability income, and business succession planning. Tom’s specialties include lifetime income, legacy planning, and asset protection
Tom is a current member and Past Board Member of The Norfolk Chapter of the National Association of Insurance and Financial Advisors (NAIFA). He is also a qualifying member of the Million Dollar Round Table (MDRT). The MDRT, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Company Background
Tom started in the financial services industry as an agent with New York Life Insurance Company in October of 2000 as a one-man operation selling life insurance and financial products in Texas. In 2003 he relocated to his home town of Norfolk, Virginia. In 2010 he formed Mathas Financial Group, LLC. Tom is licensed in many states and sells a complement of insurance products, fixed and variable annuities*, long term care insurance, health insurance, mutual funds*, and access to private money management1. Mathas Financial Group, LLC has strategic alliances with banks, brokerage, legal and accounting firms.
Personal Background
Tom grew up in Norfolk, Virginia, and attended Norfolk Collegiate School from Kindergarten through the 12th grade. He attended the University of Virginia and graduated in 1987 with a B.A. in psychology. He is married with two daughters and makes his home in Norfolk. Outside of being actively involved in his daughters’ sports, Tom is an avid fisherman and bass guitarist.
Paul Holman
Financial Adviser
Corey Sullivan
Financial Adviser
Meg Page
Director of Operations
Melissa Floyd
Paraplanner
Laura Lagasse
Administrative Assistant
Strategic Alliances
Click below to learn more about some of the entities we work with.
The Nautilus Group®
Eagle Strategies LLC
The Nautilus Group®
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Tom works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Meet the Nautilus Team
Eagle Strategies, LLC
Through Eagle Strategies, Tom provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.
Meet the Eagle Team
