Meet Andrew Thomas

From an early age, Andrew was captivated by the world of money—how to earn it, how it could grow in a bank or investment account, and how it could provide control over time and values. This curiosity naturally led him to pursue a business-related degree in college. Initially undecided as a business administration major, Andrew soon discovered a passion for economic theory, particularly the intricate connections between human behavior, psychology, and money. He promptly changed his major to Economics with a finance concentration and never looked back.

Andrew’s career began with a focus on investment management and personal financial advice, assisting individuals struggling to navigate their 401(k) and other employer-sponsored retirement accounts. He quickly realized the significant issue facing the country—a combination of inadequate retirement preparedness and limited access to quality, unbiased financial advice.

Following multiple acquisitions of 401(k)-focused start-ups he worked for, Andrew gained extensive experience in both the independent fee-based advisory (RIA) sector and the large Wall Street brokerage (broker-dealer) arena. These diverse experiences across the financial advice industry clarified where the best client-centered experiences were, leading him to The Retirement Planning Group.

As the Financial Planning Solutions Manager at TRPG, Andrew is dedicated to introducing, integrating, and enhancing new and existing services, tools, and technology solutions. His efforts ensure that TRPG continues to provide clients with the best comprehensive planning experience available today.

Outside of work, Andrew enjoys spending time with his wife, two daughters, and two dogs. He values outdoor activities and loves traveling with his family.