ADVISORS IN PHOENIX

Andy found enjoyment in studying Mass Communications, while playing shooting guard for Minnesota State University Moorhead. After his basketball career ended, Andy joined Thompson Financial Group and eventually relocated to the Phoenix area with his wife, Sami. Andy focuses on a holistic, educational experience for all his clients and strives to be a positive force in his community, serving on several community organizations and chamber groups.

Sami came to Thompson Financial Group with a passion for her community and education. With numerous degrees in human services and social services, Sami has a heart and passion for serving others and her community. Joining Andy in Thompson Financial Group has allowed this couple to use a team approach in the way they service and help their clients; families, individuals, and businesses, accomplish their financial goals.

Following high school graduation Taylor decided to join the Air Force as a way of serving his country and to further his education. Taylor served 3 years active duty and continues to serve his country through the reserves. This decision allowed him to rejoin the Thompson Financial Group on a full-time basis. While serving in the military Taylor was able to obtain his securities licenses. Taylor focuses his time on servicing clientele and leading the development and training of new advisors who join Thompson Financial Group. Taylor is active with the community through various sporting activities like flag football or basketball leagues, as well as volunteering and serving with his wife, Danielle, at their church.

Dillon met the Thompson family through a mutual connection in 2013. At the time, Dillon was attending college and was looking to learn more about finances. Dillon found his passion for serving clients and started working with the Thompson Financial Group full time. Dillon’s background in ministry helps him see his clients as a whole person. He values what each client is trying to accomplish in their personal and professional lives.

ADVISORS IN WISCONSIN

Jack started working in the finance industry in 2005 while he was still attending college at UW ­Whitewater where he earned a degree in Finance with an emphasis in financial planning. Jack worked for various financial services companies before coming to Thompson Financial Group in 2013. Jack joined Thompson Financial Group because he wanted to make sure that he could get access to top-quality investment solutions for his clients. Jack is committed to delivering financial services to clients with the highest integrity; he wants his clients to value him as their trusted advisor.

Karen was referred to the Thompsons by a family member in 2014. After a successful career in transportation services, Karen joined the Thompson Financial Group. She was intrigued with having the opportunity to teach others how to evaluate and implement a personal investment plan. Karen develops her client relationships through an educational process focused on helping empower clients to make sound financial decisions.