Dan founded The Thompson Wealth Management Group in 2004 at Merrill Lynch. Dan has 30+ 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 and a 4-year football letterman 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 Westfield with their three children, Mia, Max, and Eva. When Dan is away from work, he spends most of his time coaching high school or traveling with his family. He is actively involved at Guerin Catholic High School as an assistant football coach, President of the Golden Eagle Booster Club, and a member of other miscellaneous committees. Dan also serves as an active member at St. Maria Goretti Catholic Church and the Indy Sports Foundation.

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 lives in Zionsville with his wife Hope and their family. 

Nick joined the Thompson Wealth Management Group as an intern in 2019 before coming on full-time as an associate advisor in 2020. Nick holds the CHARTERED RETIREMENT PLAN SPECIALIST^SM (CRPS®) designation awarded by the College for Financial Planning. He graduated from the IU-Indianapolis Kelley School of Business with a Bachelor's Degree in Finance and Financial Management Services. In his free time, Nick enjoys coaching youth football at St. Simon Catholic Church, playing basketball and golf when he gets the chance, and spending time with his family in Brown County, Indiana. 

Dru joined the Thompson Wealth Management Group in November 2016 as an Investment Associate. She brings over 35 years of experience in the financial industry and has passed the series 7 and 63 exams. 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 and is also a grandmother of five; Anthony, Natalie, Mae, Jane, and Joe.  

Jenny joins us with a Bachelor of Science in Marketing from Indiana University, Bloomington. She has an extensive background in the travel industry as well as customer service and sales. Jenny has lived in Indianapolis since 1989 with her husband Peter and their three children, George, Bobby, and Eileen. She is primarily focused on client communications and assisting the team in providing a more proactive client experience.