Practice Integration Advisor and Team Leader
Buckingham Strategic Wealth
Indianapolis, Indiana
As a practice integration advisor, Thomas provides comprehensive financial advisory services to dental and medical offices, including tax, pension and retirement planning. 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 Buckingham’s evidence-based approach to true wealth management.
Prior to joining Buckingham, Thomas was the chief financial officer for the Office of the Indiana Attorney General, where he worked with civil servants and other professionals in the oversight and management of the organization’s accounting, financial and economic functions. He previously served as that office’s chief economist, providing econometric and quantitative support related to proposed state legislation, complex discovery items and internal management decisions.
Thomas earned a bachelor’s degree from Butler University in 2002 and an MBA, with certificates in finance and marketing, from the University of Indianapolis in 2004. He is also a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ professional.
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