Our Associates

 

The Management Team at Thompson Financial Group is dedicated to the successful careers of our financial representatives and believes that providing specialist support services, imparting knowledge and working with a team concept empower our associates to reach his or her potential.

We understand the demands that are placed on your time. For that reason, we have assembled a team of highly professional insurance and investment representatives who, through the coordinated efforts of our Financial Planners, Senior Associates, and Department Specialists, are able to efficiently address all of your business and personal needs.

The role of the Financial Representative is to learn about your business and gather information that will be used to form our recommendations. For assistance on advanced and complicated cases, the Department Specialist is an additional available resource. These specialists keep abreast of the latest developments in their field of expertise and have received advanced training in regards to changes in tax and law.

At Thompson Financial Group, we feel that the sharing of ideas and knowledge produces superior results for our clients. When working with our firm, you will find us accessible, eager to listen, and quick to respond to the dynamics of you and your business.

Michael E. Thompson
Financial Representative
Managing Partner
Thompson Financial Group
Charlotte, NC

Mike Allison
Senior Associate
Raleigh Office of Thompson Financial Group
Raleigh, NC

Michael  Andrews
Financial Services Representative
Financial Services of Virginia
Glen Allen, VA

Les Arthur
Senior Associate
Thompson Financial Group
Charlotte, NC

Jason Austell
Financial Representative
Managing Associate
Thompson Financial Group
Charlotte, NC

Randy  Autrey
Financial Representative
Managing Associate
Thompson Financial Group
Charlotte, NC

Sean Bass
Financial Representative
Raleigh Office of Thompson Financial Group
Raleigh, NC

Tom Bates
Financial Services Representative
Greensboro Thompson Financial Group
Greensboro, NC

Jim Bryan
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Brianna  Castle
Recruiting Director
Thompson Financial Group
Charlotte, NC

Susan Clay
Controls Director
Thompson Financial Group
Charlotte, NC

Whitney I. Dana
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Simms Doster
Senior Associate
Thompson Financial Group
Charlotte, NC

Bill Duff
Senior Associate
Raleigh Office of Thompson Financial Group
Raleigh, NC

John Duni
Managing Associate
Financial Services of Virginia
Glen Allen, VA

Sue Edmonds
Policy Holder Services
Thompson Financial Group
Charlotte, NC

Kyle Eudy
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Jack Eulitt
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Linda Floyd
Office Administrator
Thompson Financial Group
Charlotte, NC

Holly Garman
Assistant
Thompson Financial Group
Charlotte, NC

W. Louis Herford
Senior Associate
Thompson Financial Group
Charlotte, NC

Robert Hillyard
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Rick Hollingworth
Financial Services Representative
Raleigh Office of Thompson Financial Group
Raleigh, NC

Bob Holmes
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Bill Jackson
Employee Benefits
Thompson Financial Group
Charlotte, NC

Drew Jones
Senior Associate
Thompson Financial Group
Charlotte, NC

Michael  Kane
Financial Services Representative
Financial Services of Virginia
Glen Allen, VA

April Lee
Executive Assistant
Thompson Financial Group
Charlotte, NC

Bob Lee
Senior Associate
Thompson Financial Group
Charlotte, NC

Frank Manson
Financial Services Representative
Raleigh Office of Thompson Financial Group
Raleigh, NC

Tina Manzo
Office Administrator
Raleigh Office of Thompson Financial Group
Raleigh, NC

John Mckee
Managing Associate
Greensboro Thompson Financial Group
Greensboro, NC

Joe Metzger
Senior Associate
Raleigh Office of Thompson Financial Group
Raleigh, NC

Shannon Mullen
New Business Analyst
Thompson Financial Group
Charlotte, NC

Bill Nork
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Dave Perkins
Financial Services Representative
Raleigh Office of Thompson Financial Group
Raleigh, NC

Jayson Polo
Managing Associate
Thompson Financial Group
Charlotte, NC

Matt Pratt
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Ernie Rodriguez
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Allison Smith
Financial Representative
Managing Associate
Raleigh Office of Thompson Financial Group
Raleigh, NC

Fern Thompson
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Gerald VanHoy
Bookkeeper
Greensboro Thompson Financial Group
Greensboro, NC

Liz Walls
New Business Analyst
Financial Services of Virginia
Glen Allen, VA

Andrew Walter
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Peirce Ward
Senior Associate
Thompson Financial Group
Charlotte, NC

Charles Welch
Financial Services Representative
Raleigh Office of Thompson Financial Group
Raleigh, NC

Joey Wells
Financial Services Representative
Thompson Financial Group
Charlotte, NC

Jack Williams
Financial Services Representative
Financial Services of Virginia
Glen Allen, VA

Melissa Yetter
Financial Services Representative
Greensboro Thompson Financial Group
Greensboro, NC

Rick Adams
Investment Specialist
Thompson Financial Group
Charlotte, NC

Bill Bradley
Property and Casualty Insurance
P & C
Charlotte, NC