Jack Thomas, CFP®
International Emerging Wealth Manager
View Jack Thomas’s profile
Jack serves as an International Emerging Wealth Manager, working directly with cross-border families to develop and implement comprehensive financial plans to address financial goals and complex needs. Jack practices in the areas of investment planning, tax planning, retirement planning, risk management, and estate planning. He has a unique understanding of the challenges faced by U.S. expats, as well as non-U.S. citizens, and modulates his planning accordingly
Jack joined Creative Planning through a merger with an internationally focused, independent wealth advisory firm based in Madison, Wisconsin. Through his time there and at Creative Planning, he has worked with hundreds of cross-border families in 60+ countries around the world. By using a holistic method of understanding, Jack helps clients maximize their time spent abroad and achieve their financial goals.
Jack earned his bachelor’s degree in personal finance from the University of Wisconsin, Madison and is a licensed Investment Advisor. Since completing coursework and passing a rigorous exam, he also holds the designation of Certified Financial Planner™.
Jack resides in Madison, Wi where he enjoys spending time with family and friends, participating in athletics, and cheering on the Wisconsin Badgers.
Return to the Thun team page.