Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Thompson & Associates
Team photo for Thompson & Associates

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Our advisors

Advisor photo for Karen Thompson

Karen Thompson

BFA, CRPC

Financial Advisor

Learn more about Karen Thompson Visit Karen Thompson's website
Advisor photo for Jason Thompson

Jason Thompson

CFP®

Financial Advisor

Learn more about Jason Thompson Visit Jason Thompson's website


Our team

Naomi Cline

Naomi Cline

Administrative Assistant