Thomas R. Wright, CRPC®, CPFA®, AIF®, possesses over 30 years of experience in financial services, specializing in retirement plan design and monitoring. They have held various advisory roles, including those at Fiduciary Advisory Services and Edward Jones, where they developed strategies to address businesses' and individuals' financial needs. Currently, Thomas works as a Senior Retirement Strategist and Investment Advisor Representative in the Kansas City Metropolitan Area while pursuing a BA in Speech & Communications from the University of Missouri-Columbia and a degree in Financial Planning from UMKC. Their approach emphasizes building trust through effective communication and listening to clients' underlying needs.
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