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Sandra T

PFS™, Series 65

Medina, OH

S.C. Thomas & Associates, CPA, LLC

Sandra Thomas is the sole advisor at S.C. Thomas & Associates, CPA, LLC in Medina, OH. She holds the PFS™ and Series 65 designations and has nine years of industry experience, complementing 38 years with her firm, which she has been with since 1988. S.C. Thomas & Associates serves individual and high-net-worth clients, as well as businesses, offering discretionary investment management, project-based financial planning, and tax preparation services. The firm integrates tax considerations into investment decisions and coordinates planning with accounting services, employing a mix of passive and active strategies guided by modern portfolio theory and ongoing asset-allocation reviews.

Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Founder/Business Owner
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