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Thomas Saunders, CFA®, CFP®

Thomas Saunders, CFA®, CFP®

Financial Advisor

  • Oak Creek, WI
  • The Shadow of the Wind | The Princess Bride
  • By failing to prepare, you are preparing to fail. – Benjamin Franklin
  • Honesty, accountability, and a sense of humor

Financial Advisors

Thomas Saunders is a wealth management financial advisor based in Minneapolis, MN.

Thomas joined CAPTRUST in 2017 and serves as a financial advisor. He has over a decade of experience advising high-net-worth individuals, executives, and healthcare professionals. He is dedicated to helping clients make sense of their financial lives through sound financial planning and investment strategies – allowing them to focus on what is most important to them. Prior to joining the firm, Thomas was a wealth planner at Windsor Financial Group LLC.

When he is not in the office or with a client, Thomas enjoys spending time with his wife, son, and two dogs, traveling, hiking, and playing the drums.

Education

  • Bachelor of science in business and a concentration in finance degree from University of Minnesota

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst®
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