Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies

Community participation

Karen is mentoring a high school student as part of the Montgomery County Ohio College Promise program. Working with young people to figure out their futures is of timeless importance.

Jason is part of the Tipp City Rotary, an international service organization that provides humanitarian services both locally and around the world. It has been a valuable way to connect with others in our local community who feel strongly about doing and being good for all people.

Thompson & Associates is a proud sponsor of the Second Story Secrets tour in Troy, OH which is the main fundraiser for Troy Community Works, a CDC focused on our town.

  • Montgomery County Ohio College Promise
  • Tipp City Rotary
  • Troy Community Works