Thomas Elms
Advisor to Veterinarians | Business Owners | High-Income Millennials
- Role
- Financial Life Planner at Triune Financial Partners
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Thomas Elms
I help veterinarians, business owners, and high-income millennial families achieve their financial goals. I leverage my incredible team at Triune Financial Partners and our various partners across the country to provide quality advice and service to the families we serve. My motivation is to build long-term trusting relationships with my clients, and to empower them to make informed and confident financial decisions. I care deeply about their success and well-being, and I strive to deliver exceptional value and satisfaction.
Experience
Financial Life Planner
May 2024 — Present · Overland Park, KS, US
At Triune Financial Partners, we\'re all about empowering people with life-changing financial counsel. We believe in clarity, simplicity, and transparency. We\'re a fiduciary, which means we always put our clients\' interests first. Our Partners and experienced Financial Planners will work with you one-on-one to create a custom plan that fits your unique needs. Triune is an independent firm and we serve our clients as a fiduciary. We also serve 100+ businesses nationwide to craft powerful 401(k) plans for their organizations. We believe in not only making things easier for the business-owner, but providing excellent service to their employees. Our simple process makes it easy for you to stop worrying about money and start achieving your goals. So whether you\'re working with one of our Financial Life Planners or setting up a 401(k) plan for your organization, Triune is here to help you thrive financially.The comprehensive process includes:* Goals & Cash Flow Planning* Investment Management* Retirement Planning* Risk Management* Debt Management* Tax & Estate Planning (in conjunction with CPA\'s and Attorneys)* Charitable Giving and Succession Planning
Education
Biola University Crowell School of Business
Bachelor of Business Administration - BBA, Financial Planning and Services
2018 — 2020
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