|“It is my passion to build unwavering trust and deep personal relationships with each client I serve. I believe that understanding their objectives and complex needs allows us to develop and implement a strategic plan tailored to reaching their financial goals and aspirations.”|
About kyle r. thomas
Kyle Thomas is a Relationship Manager with Oxford Financial Group, Ltd. He works closely with clients to ensure timely and accurate completion of their financial planning needs. He also partners with Oxford’s Managing Directors, helping review and implement recommended planning and investment strategies.
Prior to joining Oxford, Kyle was a Financial Planner at Thrivent, working with his clients to develop and implement their personal financial plans utilizing investment strategies and insurance solutions.
Kyle earned his Bachelor’s degree in Marketing from Butler University in Indianapolis, Indiana.
Kyle and his wife reside in Indianapolis. He enjoys attending and watching sporting events, spending time with family and friends and is an avid golfer.