Dan Thompson, CRPC®

Managing Director - Financial Advisor - ABD, Senior Portfolio Manager - Portfolio Focus

317-810-5414
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Dan founded The Thompson Wealth Management Group in 2004 at Merrill Lynch. Dan has 20+ years of experience in the financial and accounting industries. Prior to his time at Merrill Lynch, Dan was a CPA at EY (previously Ernst &Young, LLP) and V4 Consulting. Dan was a student athlete at Indiana University where he graduated with a Bachelor of Science in Accounting and Finance. Professionally, he holds the Chartered Financial Planning Counselor (CRPC®) designation awarded by the College for Financial Planning. Dan and his wife, Denise, live in Pendleton with their three children, Mia, Max, and Eva. When Dan is away from work, he spends most of his time coaching youth sports or traveling with his family. He is actively involved at St. Ambrose Catholic Church, Our Lady of Grace Catholic School, the Indy Sports Foundation, and the Leadership Academy of Madison County.

Matt Rittenhouse, CFP®, CRPC®

Associate Vice President, Senior Financial Associate

317-810-5415

Matt joined The Thompson Wealth Management Group when he started his career with Merrill Lynch in 2006, transitioning to RBC in 2014. Matt holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Board of Standards, Inc. Before entering the finance industry, Matt worked as a Healthcare IT Strategic Planning consultant for PricewaterhouseCoopers LLP. He graduated from Purdue University with a Bachelor’s degree in Electrical Engineering. Matt is actively involved at Meridian Street United Methodist Church, in coaching youth sports, and enjoys playing golf. Matt and his wife Lisa live in Noblesville with their two daughters and black Labrador retriever.

Dru E Sexson

Investment Associate

317-810-7724

Dru Sexson joined our team in November 2016 as an Investment Associate.  She brings over 26 years of experience in the financial management and investment business and currently holds the series 7 and 63 licenses.  You will find her attention to detail and expertise in the industry adds tremendous value to our team.  Dru is originally from Lafayette, Indiana, attended Purdue University, and has raised three grown children here in Indianapolis; Casey, Bo (wife Lindsay), and Emily.  Bo and Lindsay gave birth to a baby boy, May, 2017, making Dru a grandma for the first time!  She is active in the Leukemia & Lymphoma Society, through their "Team in Training", raising money to help cure blood cancers since 2008.

Jenny Forsee

Client Associate

317-810-5418

Jenny joins us with a B.S. degree in Marketing from Indiana University, Bloomington. Jenny has an extensive background in the travel industry as well as customer service. She has lived in Indianapolis for the past 27 years, is married to Peter Forsee, and has three children, George, Bobby, and Eileen. She will be primarily focused on client communications, scheduling, and assisting us in providing a more proactive client experience.