Thomas Dwyer had more than 24 years of experience as a financial advisor when he joined EP Wealth Advisors in 2023. Thomas previously served as a principal and cofounder of Resolute Financial, LLC. Prior to focusing on financial planning, he held management positions in bank operations, mutual funds and information systems. Thomas holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, and as an enrolled agent with the IRS he is qualified to assist clients with portfolio tax strategies and provide tax planning for those entering retirement. Showing clients the path to a successful retirement is what he finds especially rewarding about his career in wealth management. When he’s not helping clients reach their goals, Thomas enjoys getting outdoors for a walk in the woods with the family dog.
Lawrence University, B.A.