Christine M Thomas Cfp®, Cpa, Mba

Christine M Thomas Cfp®, Cpa, Mba Email and Phone Number

Independent Sales Consultant @ Norwex USA
Saint Paul, MN, US
Christine M Thomas Cfp®, Cpa, Mba's Location
Greater Minneapolis-St. Paul Area, United States, United States
Christine M Thomas Cfp®, Cpa, Mba's Contact Details

Christine M Thomas Cfp®, Cpa, Mba work email

Christine M Thomas Cfp®, Cpa, Mba personal email

Christine M Thomas Cfp®, Cpa, Mba phone numbers

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/.

Christine M Thomas Cfp®, Cpa, Mba's Current Company Details
Norwex USA

Norwex Usa

View
Independent Sales Consultant
Saint Paul, MN, US
Website:
norwex.com
Employees:
1629
Christine M Thomas Cfp®, Cpa, Mba Work Experience Details
  • Norwex Usa
    Independent Sales Consultant
    Norwex Usa
    Saint Paul, Mn, Us
  • True Vision Financial Advisors
    Partner/Financial Advisor
    True Vision Financial Advisors Nov 2023 - Present
    Woodbury, Minnesota, Us
    At 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/.
  • Norwex Usa
    Independent Sales Consultant
    Norwex Usa Jul 2020 - Present
    Coppell, Tx, Us
  • Berger Financial Group, Inc
    Financial Advisor
    Berger Financial Group, Inc Mar 2019 - Nov 2023
    Plymouth, Mn, Us
    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.
  • Berger Financial Group, Inc
    Paraplanner
    Berger Financial Group, Inc Jul 2016 - Mar 2019
    Plymouth, Mn, Us
  • Berger Financial Group, Inc
    Tax Advisor
    Berger Financial Group, Inc Sep 2015 - Jun 2016
    Plymouth, Mn, Us
    1695 State Highway 169, Plymouth, MN 55441
  • Moneyweave™ Llc
    Account Executive
    Moneyweave™ Llc Apr 2015 - Jun 2015
  • First Resource Bank
    Vice President/Controller
    First Resource Bank Jan 2012 - Dec 2014
    Minneapolis, Minnesota, Us
    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.
  • Patriot Bank Minnesota
    Vice President/Chief Financial Officer
    Patriot Bank Minnesota Sep 2008 - Jan 2012
    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.
  • Babcook And Associates Llc
    Certified Public Accountant
    Babcook And Associates Llc Jan 2008 - Aug 2008
    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.
  • Trail Head Land Development Corporation
    Chief Financial Officer
    Trail Head Land Development Corporation 2006 - 2008
    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.
  • Lelm & Associates
    Accountant/Firm Administrator
    Lelm & Associates 2003 - 2006
    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.

Christine M Thomas Cfp®, Cpa, Mba Skills

Financial Analysis Finance Accounting Cpa Internal Controls Budgets Financial Reporting Cash Management Financial Accounting Tax Quickbooks Managerial Finance Loans Gaap Financial Statements Financial Modeling Certified Public Accountant

Christine M Thomas Cfp®, Cpa, Mba Education Details

  • University Of St. Thomas
    University Of St. Thomas
    Executive Certificate In Financial Planning
  • Metro State University
    Metro State University
    General
  • Minnesota State University Moorhead
    Minnesota State University Moorhead
    Accounting
  • Mesabi Range Community And Technical College
    Mesabi Range Community And Technical College
    Accounting

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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