Michael Thomas, CFP®
Michael joined the firm in 2017 and serves as a Financial Planning Analyst. He collaborates with advisors and analysts to prepare financial plans and investment reviews. His prior work experience includes working with retirement plans by compiling payment enrollment forms, gathering and importing participant’s payroll information, as well as completing financial reports for clients. He recently received the CERTIFIED FINANCIAL PLANNERTM designation.
Michael graduated from Ashland University with a Bachelor of Business Administration, with a major in Finance and a minor in Mathematics. During his education, he worked with Ashland University’s Eagle Investment Group, which allows students to work with a portion of the University’s portfolio to give them a real world application with the stock market and managing a portfolio. Michael currently lives in Magnolia and enjoys spending time with friends and family.