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Thomas Knudson, CFP®, CWS®, MBA

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.

Tom earned his bachelor’s degree from The University of Nebraska – Lincoln where he majored in finance and minored in economics. He also earned his MBA from the W.P. Carey School of Business at Arizona State University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a Certified Wealth Strategist®.

Active in the community, Tom attends his local church and volunteers as a financial coach and mentor.

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


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