Andy Thomas had 6 years of experience in public accounting and 12 years as a financial advisor running an independent RIA when he joined EP Wealth Advisors in 2023. Andy specializes in serving small business owners who are seeking profitability and quality of life. Combining the expertise of a CPA and a CERTIFIED FINANCIAL PLANNER™ (CFP®), he helps people make the most of their life’s potential by supporting them on their path to financial independence. He’s humbled to have the opportunity to be part of the EP Wealth family. Andy is happily married to his college sweetheart; they and their three children are lifelong Coloradans who enjoy any activity in the great outdoors. For Andy, this includes skiing (though he claims he’s no expert), as well as mountain biking. He also spends a week every summer on his road bike traversing Iowa with some of his best lifelong friends. Family activities play a big part in Andy’s life. He’s learning about the complexities of volleyball as his older daughter develops her skills in that sport. And he’s equally enthusiastic about spending the day in a theater watching his younger daughter’s dance performances, or watching his son’s passion for basketball develop as his abilities on the court blossom. The Thomas family is passionate about the plight of those experiencing homelessness in their Denver community, and they support a local organization called Bus Stop Ministries that serves those in need.
University of Colorado at Denver, M.S., Accounting University of Colorado at Boulder, B.S., Accounting