Practice Integration Advisor and Advisory Team Leader
Buckingham Strategic Wealth
As the son of an entrepreneur, T homas Bodin and his family benefited greatly from the practical advice of their financial planner. His experience with the difference that a qualified wealth advisor can make in people’s lives created a desire to provide similar positive results to others. T hat desire, coupled with a deep interest in academic finance and literature on economic history, led him to Buckingham Strategic Wealth. Here, T homas leverages the practical application of his talents into wealth generating and preservation strategies tailored to his clients’ individual needs and goals. As a practice integration adviser, Thomas provides comprehensive financial advisory services to dental and medical offices, including tax, pension and retirement planning. He is motivated by a passion to help medical professionals connect the hard work they put into their practices with their most deeply held values and goals, all through Buckingham’s evidence-based approach to true wealth management. For Thomas, watching dental and medical small business owners maximize the benefits they’ve earned from years of effort spent building a practice is a phenomenal feeling. He finds it incredibly rewarding to see his tangible and actionable advice result in financial freedom for his clients. And he understands the way that service is provided is central to the client experience. Prior to joining Buckingham, Thomas was the chief financial officer for the Office of the Indiana Attorney General, where he worked with civil servants and other professionals in the oversight and management of the organization’s accounting, financial and economic functions. He previously served as that office’s chief economist, providing econometric and quantitative support related to proposed state legislation, complex discovery items and internal management decisions. Thomas earned a bachelor’s degree from Butler University in 2002 and an MBA, with certificates in finance and marketing, from the University of Indianapolis in 2004. He is also a Chartered Financial Analyst and CERT IFIED FINANCIAL PLANNER™ professional. Outside of work, T homas is a member of the Board of Consulters for Saints Francis and Clare Parish in Greenwood, Ind.
Session 7 - Investments as a Patient Plan: In this course we will explore how the science of investing mirrors the science of medicine, and how you can use this to inform your investment philosophy for both traditional and non-traditional investments.