To help individuals achieve their long-term financial goals and empower them to take control of their financial lives by understanding their needs and implementing tailored solutions.
Lion's Share representatives come from all walks of life and from many different vocational backgrounds operating mainly in the south-east and nationwide. We are proud to have over 200 licensed representatives serving communities and who love what they are able to do for families and businesses.
States We Serve
R. Tim Thomas has been associated in the Insurance, Wealth Management, and Financial Planning industry for more than 30 years. During this time has held several positions including working with personal clients, training and recruiting news representatives for the News Industry. Tim has also held numerous management positions throughout his career.
He founded Lionshare Financial Group in 2010. As President, Tim is dedicated to helping independent financial advisors fulfill client goals through a unique integration of technology and service. He also oversees the firm’s robust platforms focused on wealth management, portfolio construction, investment products, advisory services, financial planning, and retirement plans
His diversified background allows him to contribute valuable insights as he calibrates all efforts towards empowering advisors to better serve their clients.
He was also the driving force of the development of the Quadrant System. It is a game changer software and tool for Lionshare agents that will eventually be adopted down the road by many other Financial Planning and Wealth Management Firms.
Tim's private life consist of working with youth groups from sports to church. He enjoys spending with his family, Tim’s wife Suzi is a 32 plus year educator. They have 3 adult children who are successful in the personal lives and careers. Tim and Suzi loves spending time with their 4 grand children who keeps them busy with various activities.