Thomas Cox

Thomas is driven by a deep commitment to education and helping clients make informed, confident financial decisions. Raised on a family farm near Medford, Oregon, he grew up surrounded by practical, hard‑working individuals who understood the value of money but often lacked access to the tools and guidance needed to build long‑term financial security. That experience, combined with his longstanding interest in numbers and problem‑solving, inspired Thomas to pursue a career in financial planning and advisory services.

Thomas earned his degree in Managerial Economics with a minor in Technology Management from the University of California, Davis, where he balanced his studies with multiple on‑ and off‑campus roles before graduating in 2021. He began his advisory career with Equitable Advisors in Folsom, California, where he developed a holistic approach to financial planning and earned his FINRA Series 7 and 66 licenses, along with Life and Health licensure. In 2022, Thomas relocated to the Pacific Northwest and joined the Bellevue office, where he became part of the Integrity Financial Wealth Management team.

Now a partner of the firm, Thomas focuses on helping clients navigate financial complexity—particularly during periods of transition—by taking the time to understand their goals, values, and current circumstances. His philosophy is simple: to advise clients as he would if he were in their position, while always placing their best interests first. To support clients wherever life takes them, Thomas maintains licensure in multiple states and continues to build long‑term relationships grounded in trust and transparency.

Outside of the office, Thomas enjoys exploring urban and rural trails, competing in trivia, playing board and card games with friends, reading, cooking, traveling, and staying active through sports—both as a participant and spectator.