PROFESSIONAL PROFILE

Daniel P. Thompson, CRPC, CFM
As a Merrill Lynch Financial Advisor, Dan brings over fourteen years experience in the financial and public accounting industry. As lead advisor of Thompson & Associates, Dan focuses on serving successful individuals and small business, with specific focus on professionals in the healthcare and educational industries.

Dan assists clients in coordinating all aspects of their wealth management lifecycle by implementing retirement and education solutions, liability management, survivorship and disability planning, daily cash management, as well as estate planning and tax efficient investment strategies. This process provides clients with an understanding of their short term and long term financial goals, and their customized implementation strategy.

Many clients face unique challenges from financial planning and investing, to estate and tax planning. Dan invariably engages his clients' other professional advisors to ensure cohesion among all implemented strategies. His ongoing client interaction and execution of an established plan provides clients with a substantial level of comfort, a financial peace of mind and a single financial point of contact for themselves and their loved ones.

Dan resides in Pendleton with his wife, Denise, and their children, Mia and Max. He graduated from Indiana University as a student-athlete with a degree in Accounting and Finance. Dan has recently served as a commentator for the Indiana University Football Radio Network and ESPN Radio in Indianapolis. In his free time he serves as a board memeber for the Indy Sports Foundation, is active in St. Ambrose Catholic Church, and enjoys traveling and spending time with his family.

Matthew A. Rittenhouse, CRPC
Matt brings over seven years experience in the healthcare and financial industries. He joined Thompson & Associates in 2006. He earned an electrical engineering degree from Purdue University. Matt's focus includes assisting in the implementation of individual client wealth management plans, the service and implementation of retirement plans, as well as team investments, marketing and ongoing client communication.


Connie J. Hands, Client Associate, has worked for Merrill Lynch since 1998. She handles service and administrative issues for clients, utilizing the extensive resources of the firm. Connie also serves on the Client Associate Advisory Council that helps to promote better service for clients.