Andy Thomas, CFP®, CPA

Vice President, Advisor

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Andy works with small business owners seeking both profitability and quality of life. He integrates planning across cash flow, retirement, taxes, and business transition to support long-term financial independence.
He brings six years of public accounting experience and 12 years leading an independent RIA before joining EP Wealth in 2023. He earned an M.S. in Accounting from the University of Colorado Denver and a B.S. in Accounting from the University of Colorado Boulder.
His approach is analytical, pragmatic, and tax-aware. He creates actionable plans and tracks progress with discipline, believing clarity combined with consistent execution delivers results.
A lifelong Coloradan, he enjoys skiing and mountain biking with his wife and three children. His family also supports local efforts serving neighbors experiencing homelessness.