Thomas Financial, a Tampa-based firm specializing in health insurance, life insurance and other wealth management services, is adding personal and commercial property and casualty insurance to its client offerings.
The move, according to a statement, comes through a partnership with Johnson, Kendall & Johnson, a suburban Philadelphia independent insurance brokerage and risk management firm. JKJ, the release adds, “specializes in designing comprehensive insurance programs to protect clients’ businesses, while simultaneously working with them to reduce their exposure to loss through safety, risk, and claims management services.”
“The Thomas Financial-JKJ partnership is a powerful blend. We’ve come together to serve our clients first and foremost. With both firms being privately-owned, we’re driven by a family-first mentality that puts our clients at the center of all we do,” Thomas Financial CEO Lauren Thomas Compton says.
“Partnering with Thomas Financial to deliver our premier coverage and risk management solutions will expand opportunities for companies of all sizes to adopt a complete solution to reduce the long-term cost of insurance,” adds Bruce R. White, CEO and chairman of JKJ, in the release.
Thomas Financial was founded in 1972 by Rick Thomas, now chairman emeritus of its board. Thomas Compton, Rick Thomas’ daughter, has been the firm, which focuses on affluent and corporate markets, for 20 years.