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Thomas Knudson, CFP®, CWS®

Technical Advisor
Phoenix, AZ

Tom Knudson is a Technical Advisor for the Private Wealth division of Ronald Blue Trust and serves clients out of the branch office in Phoenix, Arizona.

Tom analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Prior to joining the company, Mike established a fee-only advisory firm in the Phoenix area. Before that Mike contracted with the IBM Corporation as both a Sales Representative and Sales Manager.

Tom earned his bachelor’s degree from The University of Nebraska – Lincoln where he majored in finance and minored in economics. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a Certified Wealth Strategist®.

Active in the community, Tom attends his local church.

Tom and his wife, Heather, live in Gilbert, Arizona and have one daughter.

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