Thomas Dafnos is a Sr. Private Wealth Advisor for the Private Wealth division of 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 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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Perry Daniels
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Perry Daniels2024-12-02 08:13:382024-12-02 08:13:38“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws
