Thomas R Cassidy

Thomas R. Cassidy is an experienced professional with a diverse background in business and estate planning. Since March 2021, Thomas has served as a Capital Gains Mitigation Specialist with the Estate Planning Team, focusing on wealth succession planning and implementing the Deferred Sales Trust. Thomas founded and has owned The Forte Group since July 1981. Additionally, Thomas has been a dedicated volunteer for The Tournament of Roses since August 1988 and previously worked as an owner-agent for Farmer's Insurance from 1981 to 1999. Thomas began a career in sales management at Pacific Mailing Equipment from January 1979 to July 1981. Thomas's educational background includes studies at Linfield University and Linfield College, where attendance spanned from August 1975 to June 1979.