Thomas Dafnos, CFP®
Sr. Private Wealth Advisor
Indianapolis, IN
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Thomas Dafnos is a Sr. Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust. With nearly 40 years of experience in the financial community, Tom is responsible for providing direction and leadership to the company’s Indianapolis satellite office.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Tom uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Tom and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs. He works specifically with high net-worth owners of privately held companies on succession planning, estate planning, charitable planning, and deferred giving techniques.
Prior to joining Ronald Blue Trust, Tom was the senior partner of Capital Analysts of the Midwest since its inception in 1989. He then co-founded Crosspoint Wealth Advisors in 2015.
Tom graduated cum laude from Ohio State University.
An active member of the community, Tom serves on the boards of several private foundations, civic organizations, faith-based ministries, and for-profit corporations. He is also a member of Kingdom Advisors. Tom is a passionate hobbyist of both wine and cuisine, building out the family wine cellar over the last 10 years. A golf enthusiast, Tom is member of Old Oakland Golf Club.
Tom and his wife, Martha, reside in Fishers, Indiana. They have two daughters and four grandchildren.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.