Christine M Thomas Cfp®, Cpa, Mba Email and Phone Number
Christine M Thomas Cfp®, Cpa, Mba work email
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Christine M Thomas Cfp®, Cpa, Mba personal email
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Christine M Thomas Cfp®, Cpa, Mba phone numbers
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/.
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Independent Sales ConsultantNorwex UsaSaint Paul, Mn, Us -
Partner/Financial AdvisorTrue Vision Financial Advisors Nov 2023 - PresentWoodbury, Minnesota, UsAt 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 ConsultantNorwex Usa Jul 2020 - PresentCoppell, Tx, Us -
Financial AdvisorBerger Financial Group, Inc Mar 2019 - Nov 2023Plymouth, Mn, UsAs 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. -
ParaplannerBerger Financial Group, Inc Jul 2016 - Mar 2019Plymouth, Mn, Us -
Tax AdvisorBerger Financial Group, Inc Sep 2015 - Jun 2016Plymouth, Mn, Us1695 State Highway 169, Plymouth, MN 55441 -
Account ExecutiveMoneyweave™ Llc Apr 2015 - Jun 2015
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Vice President/ControllerFirst Resource Bank Jan 2012 - Dec 2014Minneapolis, Minnesota, UsCoordinated 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 OfficerPatriot Bank Minnesota Sep 2008 - Jan 2012Inspired 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.
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Certified Public AccountantBabcook And Associates Llc Jan 2008 - Aug 2008Prepared 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.
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Chief Financial OfficerTrail Head Land Development Corporation 2006 - 2008Maintained 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.
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Accountant/Firm AdministratorLelm & Associates 2003 - 2006Responsible 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.
Christine M Thomas Cfp®, Cpa, Mba Skills
Christine M Thomas Cfp®, Cpa, Mba Education Details
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University Of St. ThomasExecutive Certificate In Financial Planning -
Metro State UniversityGeneral -
Minnesota State University MoorheadAccounting -
Mesabi Range Community And Technical CollegeAccounting
Frequently Asked Questions about Christine M Thomas Cfp®, Cpa, Mba
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 the current company?
Christine M Thomas Cfp®, Cpa, Mba's current role is Independent Sales Consultant.
What is Christine M Thomas Cfp®, Cpa, Mba's email address?
Christine M Thomas Cfp®, Cpa, Mba's email address is cm****@****hoo.com
What is Christine M Thomas Cfp®, Cpa, Mba's direct phone number?
Christine M Thomas Cfp®, Cpa, Mba's direct phone number is +165160*****
What schools did Christine M Thomas Cfp®, Cpa, Mba attend?
Christine M Thomas Cfp®, Cpa, Mba attended University Of St. Thomas, Metro State University, Minnesota State University Moorhead, Mesabi Range Community And Technical College.
What are some of Christine M Thomas Cfp®, Cpa, Mba's interests?
Christine M Thomas Cfp®, Cpa, Mba has interest in Children, Education, Poverty Alleviation, Animal Welfare, Health.
What skills is Christine M Thomas Cfp®, Cpa, Mba known for?
Christine M Thomas Cfp®, Cpa, Mba has skills like Financial Analysis, Finance, Accounting, Cpa, Internal Controls, Budgets, Financial Reporting, Cash Management, Financial Accounting, Tax, Quickbooks, Managerial Finance.
Who are Christine M Thomas Cfp®, Cpa, Mba's colleagues?
Christine M Thomas Cfp®, Cpa, Mba's colleagues are Donna Low, Ginger Crow, Kris Hornburger, Lindsey Strange, Tammy Johnsen, Julie Happold, Corrie Melville.
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