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
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