Thomas M. Dafnos, CFP, NSSA

Thomas M. Dafnos, CFP®

Tom is a Senior Advisor and owner of Crosspoint Wealth Advisors, LLC, where he works specifically with high net-worth owners of privately held companies on succession planning, estate planning, charitable planning, and deferred giving techniques. 

A 1971 cum laude graduate of Ohio State University, Tom has been consulting in business development and financial planning for over 35 years.  

Tom was the senior partner of Capital Analysts of the Midwest from its inception in 1989, serving as a charter member of the Circle of Excellence** with Capital Analysts, Inc. He is a member of the Roundtable and President's Club* of Lincoln Investments. Tom is a CERTIFIED FINANCIAL PLANNERTM professional and a member of Kingdom Advisors.

Tom serves on the boards of several Private Foundations, Civic Organizations, faith based ministries, and for-profit corporations. He is passionate about encouraging and assisting families in achieving their lifetime and testamentary stewardship goals.

Tom holds a designation of Distinguished Club Maker for golf club fitting and design and is an active member of Old Oakland Golf Club. Tom and his wife, Martha, reside in Fishers, Indiana. They have two daughters and four grandchildren.

* President's Club and Nick's Roundtable awards recognize those Lincoln Investment financial advisors who have achieved the firm's first and second level respectively and annual qualifying criteria based on overall production, new clients, advisory accounts and assets.

** Circle of Excellence was Capital Analysts, Inc.'s version of the above two awards. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.