Ryan Thomas (CFP®, CPA)
Ryan Thomas focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Ryan Thomas assisted with the formation of Column Capital in 2005 and serves as an Executive Director. Ryan enjoys helping clients with their tax planning, investment consulting, cash flow management, retirement planning and estate planning. Ryan also assists with the review of clients’ income and gift tax returns and is a member of the Investment Committee for Column Capital Advisors.
Professional Experience
Prior to Column Capital, Ryan worked for the international accounting firms, Ernst & Young LLP and Arthur Andersen LLP. Ryan began his career auditing mutual funds in Columbus, Ohio and then relocated to Indianapolis so that he could join Ernst & Young’s Personal Financial Counseling practice.
Education and Credentials
Ryan graduated from Muskingum University with degrees in Accounting, Business, and Economics. Ryan maintains his license as a CPA and became a Certified Financial Planner™ after completing the College for Financial Planning’s CFP® Certification Professional Educational Program. Ryan is also member of the National Association of Personal Financial Advisers.
Ryan graduated from Muskingum University with degrees in Accounting, Business, and Economics. Ryan maintains his license as a CPA and became a Certified Financial Planner™ after completing the College for Financial Planning’s CFP® Certification Professional Educational Program. Ryan is also member of the National Association of Personal Financial Advisers.
Activities
Ryan is an active member of the Castleton Toastmasters Club, participates and serves as a referee in the Circle City Athletics® Sport and Social Club and attends East 91st Street Church.
NAPFA Start Date
June 29, 2009
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