Hello, my name is

Andrew Thomas

Purpose-Driven Doer of Things

About me

I am a mission-driven financial professional based in the Kansas City area, with a rich experience of over 12 years in investment advice, content creation, client service, operations, relationship management, and organizational leadership.

I help average individual investors achieve better financial outcomes for themselves and their families.

With years of experience in the world of independent, unbiased investment advice, I have mastered the skills of understanding client communication and investor behavior. I have had unique opportunities to work for some wildly successful Registered Investment Advisory firms, including a venture-backed 401(k) advice start-up that was acquired by one of the world’s largest, most respected financial institutions. 

I’ve spent most of my career working primarily as an Investment Advisor Representative, offering direct, fee-only, unbiased advice to individual investors focused on making the most of the money they’ve set aside for retirement. I pride myself in always put a client’s interests first, treating everyone with respect, leading with empathy, and approaching both work and my personal life from an open-minded and always-curious perspective. I love to learn.

Skills

Financial Content Writing
91%
Investment Advice
96%
Communication
92%
Client Service
93%
Adaptability
95%

My Experience

2022-Now

Morgan Stanley

Vice President, Retirement Solutions

I manage our corporate/institutional relationships with defined contribution plan recordkeeping partners.

2015-2023

Blooom, Inc

Director of Client Advisory Services

I was responsible for building, developing, supervising, and scaling the operations of a team of investment advisor representatives. As a Director in the organization, this role also gave me a seat on the Leadership Team and Investment Committee, where I represented a voice for all of investment and advisory operations. Other responsibilities included the development of an educational content strategy and general client communication strategies.

2010-2015

The Mutual Fund Store

Smart401(k) Investment Advisor Representative

Provided web-based asset allocation advice to 401(k) participants and developed content for a syndicated weekend financial radio show, "The Mutual Fund Show".

Education

2009-2010

 Nijmegen, The Netherlands

Radboud University, Nijmegen

Study Abroad: International Economics and Politics

2006-2010

 Emporia, KS

Emporia State University

Bachelor of Science, Economics