Profile
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JEFFREY H. THOMASSON, CFP®
CEO and Managing Director
- Location:
- Indianapolis Office
- Phone:
- 317.843.5678
- Fax:
- 317.580.8830
- Email:
- jthomasson@ofgltd.com
- Education
- Upon completing his undergraduate degree, Jeff attended the Indiana University Graduate School of Business, where he specialized in investments and taxation and was named the Outstanding MBA.
- Professional Designation
- Jeff obtained the Certified Financial Planner® designation through postgraduate study in the fields of investment, insurance, and retirement and estate planning. In 2000, he received the Indiana University Kelley School of Business Distinguished Entrepreneur Award.
[PDF] Full Biography
“I sincerely appreciate the fact that our clients expect and demand value for their money – and they’re absolutely correct in doing so. The keystone of our firm is to provide quality, objective solutions to our clients in a consistent and thoughtful manner. This is not only our professional approach – it’s my personal commitment.”