About Thomas
Thomas provides comprehensive financial advisory services to dental and medical offices, including tax, pension, and retirement planning. He leverages the practical application of his talents into wealth-generating and wealth-preservation strategies tailored to his clients’ individual needs and goals.
He is motivated by a passion to help medical professionals connect the hard work they put into their practices with their most deeply held values and goals, all through Focus Partners Wealth’s evidence-based approach to true wealth management.
Outside of work, Thomas is a member of the Board of Consulters for Saints Francis and Clare Parish in Greenwood, Ind.
Education and Professional Milestones
-Butler University - bachelor’s degree
-University of Indianapolis - MBA with certificates in finance and marketing
-Has held roles with the Office of the Indiana Attorney General as chief financial officer and chief economist