I enjoy serving individual investors, business owners, non-profit organizations, executives and retirees providing long term financial solutions.
I have served as a human recourse business partner serving 2500 employees and 500 leaders.
I worked as a VP of operations from 2000 to 2014 and owned my own consulting company from 2000 to 2014.
I have an MBA from Indiana University Kelley School of Business majoring in finance.
I have volunteered serving communities for the past 37 years to include serving as chairman of the board and lead pastor of a local church.
I wish to add value and make life better by helping others align their finances; growing their wealth, protecting their wealth and eventually transferring their wealth. I know my educational background and vast work experience can add value to the clients I serve to make their life better.
Office Address7 E Union St
Liberty, IN 47353
Phone NumberDon Thomas at (765) 310-0141
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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