MEET THE TEAM
Prism Financial was founded to help you understand your options and make important life decisions. We provide guidance so you can confidently manage assets and maintain peace of mind as you work toward the future.
Our mission is to develop and deliver superior specialty financial products that meet our customers needs and deliver on our promise to always act in the best interest of our clients. In doing so, we make our company a better place for our customers to do business and our employees to work, every day.
Jeremy Thompson
Financial Advisor
In 2019, Jeremy made the decision to start his own company to provide unique financial solutions to a broad range of people. His primary role at Prism Financial is overall management of the business and plan generation, with the goal of providing clients with the most tax-efficient and effective financial solutions so they can achieve a happy, worry-free retirement that also accomplishes any other financial goals they may have.
Jeremy has served as Director of Operations for a local insurance company since 2018. During this time, he has implemented several client tracking tools, production monitors, and calculators to determine “head room” in a tax bracket and federal employee benefits. He has worked in Customer Service since 2010, when he became an Assistant Golf Professional at Cress Creek Country Club, then a Realtor from 2013 to the present.
Industry Training
- Life and Health Insurance licensure
- Working to complete:
- Series 65 to allow us to provide Assets Under Management (AUM) as a service
- Certified Financial Planner (CFP) designation
Education
- B.S. in Mathematics
- M.S. in Mechanical Engineering
Favorite Quote
“Whether you think you can or you can’t, you’re right.”
Hobbies
- Playing golf
- Being outdoors
- Traveling
- Spending time with friends and family
Andrea Thompson
Financial Advisor
Andrea has always been passionate about helping people. The year 2020 threw curveballs to many people, including Andrea. She decided to change careers and join her husband in building a business together to help people on a whole new level. Andrea has been a licensed Physical Therapist Assistant for 8 years and is still licensed. Although working in another field, she has carried her compassion and empathy for a patients over to her clients in the financial world. Here at Prism Financial people are not just clients, they know someone is here for them, they are important, and their individual needs matter.
Industry Training
- Life Insurance licensure
Education
- A.S. in Science
- A.S. in PTA
Favorite Quote
“If you’re not making someone else’s life better, then you are wasting your time.
Your life will become better by making other peoples lives better.” – Will Smith
Hobbies
- Running
- Hiking
- Traveling
- Spending time with friends and family
