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WHO WE ARE

Meet the Team

James F. Thomas, Jr. (Buddy) CFP, AEP

Chief Planning Officer
Susan

Susan Ferrari, CPA, CFE

Executive Director
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John Sedberry

Managing Partner
zach-jones-1

Zach Jones, CFP

Financial Advisor
Gabby

Gabriela (Gabby) Benavides

Client Services
liz-thomas

Elizabeth (Liz) Thomas

Administration Office

"Alone we can do so little; together we can do so much."

Helen Keller
Let's Connect

Rely on our experienced team to protect and grow your family wealth

Eliminate the unknowns and move gracefully through life's most complex and challenging financial scenarios with Superior Planning Family Office by your side.