OUR TEAM
ANDY THOMAS, CPA, CFP®
Andy Thomas is a CPA and CFP® practitioner who holds an undergraduate degree in Business Administration and a master’s degree in accounting.
With nearly 20 years’ experience in the financial services industry Andy has a broad and deep background from which to pull, ensuring our client’s specific needs are sure to be addressed. Further, Andy spends over 100 hours per year focusing on continuing education, ensuring his knowledge is up to date with everything from tax law changes to financial planning best practices.