Team

Gregory M. Thorn, CFP® E.A.
Certified Financial Planner™, Enrolled Agent


Greg has over 25 years experience in tax planning and financial consulting for a multitude of individuals and businesses in the Dallas / Fort Worth area. He is Texas Native and graduated from Abilene Christian University in 1984. Greg is a registered investment professional holding Series 7, 6, & 63 with LPL Financial. He is a Certified Financial Planner™ Professional, a licensed life and health insurance professional, an Enrolled Agent with the IRS, and a Texas Real Estate Broker.

 

Greg and his wife of 26 years, Carol, have three beautiful girls. Carol has been a flight attendant for American Airlines for more than 27 years. When Greg is not with his family or working he enjoys playing golf and tennis

Tracy Edwards
Tax Consultant


Tracy has worked with Greg Thorn since 1998.  She attended Oklahoma Christian University majoring in accounting. Tracy specializes in individual tax preparation and prepares hundreds of tax returns each year. Her attention to detail and accuracy aid in the success of the business.

 

Born and raised in the DFW Metroplex, Tracy lives with her husband, a chiropractor in Arlington, and her two sons. In her spare time, she loves to spend time with her family and travel.

Ryan P. McDonnell, CFP® E.A.
Certified Financial Planner™, Enrolled Agent


Ryan is intrusted by his clients to help ensure their tax, business, and financial goals are attained. He specializes in providing financial planning, investment, and tax consulting advice for an array of different individuals and businesses. Ryan is an Enrolled Agent, the highest credential the IRS awards, allowing him to represent taxpayers before the Internal Revenue Service. He is also a Registered Tax Preparer and prepares hundreds of tax returns each year.

 

Ryan has a dual Bachelor's degree in Accounting and Finance from DeSales University in Pennsylvania, an Associates degree in Management, and continued his education with Kaplan University persisting through the Financial Planning Education Program. Through LPL Financial, he is a Registered Investment Advisor Representative and has obtained his Series 6, Series 7, and insurance license. He is a Certified Financial Planner™ (CFP®) professional holding him to a higher level of ethics resulting in services that are conducted ethically, with integrity, objectivity, honesty and diligence. The Certified Financial Planner Board™ has certified Mr. McDonnell is proficient in financial planning, insurance planning, investment planning, income tax planning, retirement planning, and estate planning.

Michael Lewis, E.A.
Enrolled Agent

 

Michael joined the team at Thorn Financial Group in 2008. As an Enrolled Agent with the Internal Revenue Service, Michael is empowered by the Department of Treasury to represent taxpayers for audits, appeals, and collection cases. In In addition to his expertise with handling IRS matters, Michael specializes in Individual, Partnership and Corporate tax preparation, Franchise Tax Reporting with the State of Texas. Michael is also an LPL Financial advisor holding a Series 7 and Series 66, and is a licensed life insurance professional.

 

Outside of the office, Michael is a musician and in his free time enjoys spending time with friends and family.

Mitchell Friedemann, MSPFP
Financial Advisor

 

Mitchell received his Master of Science in Personal Financial Planning from Kansas State University.  He assists and educates clients with a range of financial planning, investment, and tax topics.  Mr. Friedemann is a Registered Investment Advisor Representative holding his Series 7 and Series 66 licenses, as well as his Life Insurance license.  He is also a candidate for CFP® certification.  While completing his undergrad degree at the University of Arizona, Mitchell was a multiple time National Champion and All-American swimmer.  

 

Mitchell believes in building strong relationships with his clients and continuously strives to ensure his clients are prepared for the future and reach their financial goals.

© 2008-2015 by Thorn Financial Group

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