Thomas Financial Names Former Ernst & Young Auditor as CFO

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Thomas Financial appoints Lindsey Hacker as Chief Financial Officer. With in-force insurance coverage approaching $5 billion, Thomas Financial consistently ranks as #1 in Florida and Top 10 in the country among firms that specialize in financial planning and insurance solutions for the ultra-affluent, family businesses and high-growth companies.

Lindsey Hacker, Chief Financial Officer

Lindsey Hacker, Chief Financial Officer

As part of M Financial, we are able to leverage buying power equal to the sixth largest insurance carrier in the country and deliver proprietary products not available from most firms.

Thomas Financial, one of the nation’s leading providers of insurance solutions to affluent individuals and high-growth companies, today announced the appointment of Lindsey Hacker, CPA as Chief Financial Officer.

As CFO, Ms. Hacker will be responsible for accounting and finance. She will work closely with the producers and case design analysts to create highly customized and sophisticated insurance solutions.

“We are proud to appoint Lindsey as our new Chief Financial Officer,” said Thomas Financial CEO Rick Thomas. “In the year that she has been with us, she has proven herself to be a leader who can both drive internal improvement and understand the complex requirements of our clients. Lindsey’s unique combination of big picture thinking and technical skill delivers value to our clients and to our bottom line.”

Before joining Thomas Financial, Ms. Hacker worked at Ernst & Young as a Senior Auditor and at Brookdale, where she served as the Regional Manager of Financial Planning and Analysis and the Director of Accounting.

“This is an exciting time to be part of Thomas Financial,” said Ms. Hacker. “As part of M Financial, we are able to leverage buying power equal to the sixth largest insurance carrier in the country and deliver proprietary products not available from most firms. That means our clients can grow their wealth, pay their estate taxes for pennies on the dollar and ensure the seamless transition of a family business from one generation to the next.”

“We have a dynamic culture and the ability to adapt to the ever-changing financial industry,” continued Ms. Hacker. "I am proud to be a part of an organization that stands for integrity, commitment to excellence and has a culture that is focused on the highest levels of client service. I am energized about where we are today and we are headed in the future.”

Ms. Hacker is a graduate of Florida State University, where she obtained both her Bachelor of Science degree (Magna Cum Laude) and her Master's degree in Accounting. She is a licensed CPA, a CGMA and also a member of the ACIPA, FICPA and the Tampa Bay Estate Planning Council. Aged 33, Ms. Hacker is one of the youngest CFOs ever appointed to an M Financial Member Firm.

About Thomas Financial
Thomas Financial specializes in life insurance, wealth transfer, business continuation, retirement planning, executive benefits and health insurance to meet the needs of the affluent and corporate markets. Combining deep expertise, product innovation, collective strength and legendary service, Thomas Financial has consistently performed at the top of its field for over 40 years.

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Richard Thomas
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