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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
  • Wisdom is the reward you get for a lifetime of listening when you’d have preferred to talk.
  • 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 is responsible for comprehensive wealth management services to high-net-worth investors, executives, and business owners.  He is motivated to help people make confident financial decisions by providing prudent and thorough guidance throughout all of life’s transitions. Prior to joining the firm, Thomas was a wealth planning associate at Windsor Financial Group LLC, and he has worked in the industry since 2010.

When he is not in the office or with a client, Thomas enjoys spending time with his wife and dogs, traveling, hiking, kickboxing, 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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