Christine M Thomas Cfp®, Cpa, Mba Email & Phone Number
@bergerfinancialgroup.com
2 phones found area 651
LinkedIn matched
Who is Christine M Thomas Cfp®, Cpa, Mba? Overview
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Christine M Thomas Cfp®, Cpa, Mba is listed as Independent Sales Consultant at Norwex USA, a with 1629 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at bergerfinancialgroup.com, phone signal with area code 651, and a matched LinkedIn profile for Christine M Thomas Cfp®, Cpa, Mba.
Christine M Thomas Cfp®, Cpa, Mba previously worked as Partner/Financial Advisor at True Vision Financial Advisors and Financial Advisor at Berger Financial Group, Inc. Christine M Thomas Cfp®, Cpa, Mba holds Certificate In Financial Planning, Executive Certificate In Financial Planning from University Of St. Thomas.
Email format at Norwex USA
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AeroLeads found 1 current-domain work email signal for Christine M Thomas Cfp®, Cpa, Mba. Compare company email patterns before reaching out.
About Christine M Thomas Cfp®, Cpa, Mba
I became a Financial Planner to help improve my clients' lives, listening to their visions to achieve and execute their goals. My expertise includes both industry experience and rigorous educational background (CFP®, CPA, MBA). I am proud to be a partner at True Vision Financial Advisors. Providing guidance especially in times of transition is where I shine. Putting clients at ease and helping them through times of change is so rewarding. I continue to use financial planning to define client needs, wants and desires. My tax background is so helpful in not only planning for current year tax, but strategizing for future years as well.Outside of work, I enjoy spending time with my husband (Mike), adult son (Logan), and cat (Jax). Being married to an architect equates to a constant schedule of remodeling at the Thomas household. I volunteer with the Coon Lake Improvement Association (CLIA) and serve on the Membership Committee. CLIA is focused on maintaining, improving and protecting the water quality for present and future users of Coon Lake. I also enjoy our neighborhood book club.Would you like to know what your financial future looks like? Schedule an introductory 30 minute meeting with me! Call (612)256-2208 or email cthomas@truevisionadv.com.True Vision MN, LLC (“True Vision”) is a registered investment advisor. True Vision provides investment advisory and related services for clients nationally. True Vision will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://truevisionfinancialadvisors.com/.
Listed skills include Financial Analysis, Finance, Accounting, Cpa, and 13 others.
Christine M Thomas Cfp®, Cpa, Mba's current company
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Christine M Thomas Cfp®, Cpa, Mba work experience
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Partner/Financial Advisor
CurrentAt True Vision Financial Advisors we are committed to providing a roadmap for our clients that encompasses confident ethical advise, thoughtful planning and quality results. We create and actively maintain customized financial strategies for individuals, families and businesses that help address the specific needs, wants and goals of future years and generations. The cornerstone of our business is the personal level of service with ongoing follow-up that we offer coupled with investment and risk management. True Vision MN, LLC (“True Vision”) is a registered investment advisor. True Vision provides investment advisory and related services for clients nationally. True Vision will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://truevisionfinancialadvisors.com/.
Independent Sales Consultant
Current
Financial Advisor
As an advisor, I guided clients through complex financial decisions to help them reach their financial goals with sound advice, financial planning and tax savings strategies. I crafted solutions to financial plan challenges to enhance clients' opportunities for a successful life and retirement.Advisory services offered through Berger Financial Group Inc., a Registered Investment Advisor.
Paraplanner
Account Executive
Vice President/Controller
Coordinated month-end close and overall accounting for the bank. Spearheaded the Loss Share Reporting program with the FDIC. Established the tracking tools for the quarterly FDIC reporting.
Vice President/Chief Financial Officer
Inspired accounting team members to work at the highest level of service, resulting in smooth audit processes. Directed collaboration with branches to standardize operating procedures. Navigated borrowing from the Federal Reserve Bank Discount Window if needed.
Certified Public Accountant
Prepared corporate, partnership and individual tax returns, as well as tax projections for clients. While working with clients to resolve tax issues, responded to IRS and Minnesota Department of Revenue notices.
Chief Financial Officer
Maintained the books for thirteen different entities. Worked closely with our attorney for complicated transactions as well as our external CPA to coordinate tax return filings. Handled all human resources issues and payroll filings. Provided information for investor relations and projected cash flow.
Accountant/Firm Administrator
Responsible for all office business development, client retention, and budgetary controls. Prepared corporate and partnership tax returns; provided year end tax planning and estimated tax payments; responded to IRS and Minnesota Revenue Department notices. Educated clients with accounting requirements for corporations and sole proprietors.
Colleagues at Norwex USA
Other employees you can reach at norwex.com. View company contacts for 1629 employees →
Kathleen Beard
Colleague at Norwex UsaChagrin Falls, Ohio, United States
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Linda Kiser
Colleague at Norwex UsaHarrod, Ohio, United States
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Emily Gerding
Colleague at Norwex UsaNew Franklin, Missouri, United States
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Cristine Hafner
Colleague at Norwex UsaGreater Asheville, United States
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Rosalinda Rivera
Colleague at Norwex UsaSan Jose, California, United States
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Nettie (Jeanette) Doeden
Colleague at Norwex UsaGreater Minneapolis-St. Paul Area, United States
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Anne Collins
Colleague at Norwex UsaNapa, California, United States
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Clare Thoreson
Colleague at Norwex UsaSt Paul, Minnesota, United States
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Jenna Petricone
Colleague at Norwex UsaNew York City Metropolitan Area, United States
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Naomi Warren
Colleague at Norwex UsaDodge City, Kansas, United States
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Christine M Thomas Cfp®, Cpa, Mba education
Certificate In Financial Planning, Executive Certificate In Financial Planning
Master Of Business Administration (Mba), Business Administration And Management, General
Bachelor'S Degree, Accounting
Associate Of Arts (Aa), Accounting
Frequently asked questions about Christine M Thomas Cfp®, Cpa, Mba
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What company does Christine M Thomas Cfp®, Cpa, Mba work for?
Christine M Thomas Cfp®, Cpa, Mba works for Norwex USA.
What is Christine M Thomas Cfp®, Cpa, Mba's role at Norwex USA?
Christine M Thomas Cfp®, Cpa, Mba is listed as Independent Sales Consultant at Norwex USA.
What is Christine M Thomas Cfp®, Cpa, Mba's email address?
AeroLeads has found 1 work email signal at @bergerfinancialgroup.com for Christine M Thomas Cfp®, Cpa, Mba at Norwex USA.
What is Christine M Thomas Cfp®, Cpa, Mba's phone number?
AeroLeads has found 2 phone signal(s) with area code 651 for Christine M Thomas Cfp®, Cpa, Mba at Norwex USA.
Where is Christine M Thomas Cfp®, Cpa, Mba based?
Christine M Thomas Cfp®, Cpa, Mba is based in Greater Minneapolis-St. Paul Area, United States while working with Norwex USA.
What companies has Christine M Thomas Cfp®, Cpa, Mba worked for?
Christine M Thomas Cfp®, Cpa, Mba has worked for Norwex Usa, True Vision Financial Advisors, Berger Financial Group, Inc, Moneyweave™ Llc, and First Resource Bank.
Who are Christine M Thomas Cfp®, Cpa, Mba's colleagues at Norwex USA?
Christine M Thomas Cfp®, Cpa, Mba's colleagues at Norwex USA include Kathleen Beard, Linda Kiser, Emily Gerding, Cristine Hafner, and Rosalinda Rivera.
How can I contact Christine M Thomas Cfp®, Cpa, Mba?
You can use AeroLeads to view verified contact signals for Christine M Thomas Cfp®, Cpa, Mba at Norwex USA, including work email, phone, and LinkedIn data when available.
What schools did Christine M Thomas Cfp®, Cpa, Mba attend?
Christine M Thomas Cfp®, Cpa, Mba holds Certificate In Financial Planning, Executive Certificate In Financial Planning from University Of St. Thomas.
What skills is Christine M Thomas Cfp®, Cpa, Mba known for?
Christine M Thomas Cfp®, Cpa, Mba is listed with skills including Financial Analysis, Finance, Accounting, Cpa, Internal Controls, Budgets, Financial Reporting, and Cash Management.
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