Dan Thompson, Matt Rittenhouse, Nick Sahm, Dru Sexson, Jenny Forsee, and Kathleen McLaughlin Marks highlight our team of investment professionals. Together, our group has approximately 100 years of combined experience with more than $325 million in client assets as of August 2025. Our customized goals based approach to wealth management includes much more than investment management; we consider debt management, cash flow management as well as innovative retirement solutions to round out the foundation of our service platform. The personal, customized strategies that we provide help our clients progress toward meeting or sustaining their financial objectives.

The Thompson Wealth Management Group delivers a client first approach adhering to the highest ethical industry standards. In addition, our affiliation with RBC Wealth Management allows us to deliver a broad range of services beyond investment management without the need to sell proprietary products. Our thoughtful, goal driven methodology utilizes all of our available resources to provide a tailored, premier experience for each client.