Thomas Hanusek
Portfolio Manager / System Specialist

Thomas has over five years of specialized experience in financial technology platforms and portfolio systems within the wealth management industry. He began his career in November 2021 at Orion, joining the Platform Support team where he developed broad expertise across Orion’s suite of applications, fostering an early interest in documentation and education. He transitioned to support the Client Portal team, serving as the primary educational driver behind the successful migration from the legacy client portal to the new platform for Orion’s entire client base. Seeking deeper backend knowledge, Thomas moved to the Data Reconciliation team, where he was initially hired as a standard reconciliation advocate; within months, he identified a critical gap and built and implemented an internal education and note management system to enhance team efficiency and accuracy. In 2024, Thomas was recruited by EverNest Financial Advisors, where he played a key role in reconfiguring the Eclipse Orion Connect and Redtail systems. His efforts ensured seamless integration that minimized miscommunications and assumptions between advisors, clients, and operations staff by promoting informed processes and stronger relationships. As EverNest’s optimization efforts matured, his full-time involvement transitioned, but his deep platform knowledge led to a recommendation and introduction to Matt Reynolds and the Bristal Lane Group team. Thomas now focuses on building out the firm’s TAMP (Turnkey Asset Management Platform) services while providing consulting expertise to advisory firms requiring advanced system configuration, reconciliation, migration support, and operational education.