Yezmin Thomas, CFP®

Yezmin Thomas is a Certified Financial Planner™ (CFP®) and Wealth Manager at Plancorp Wealth Management.3 Here are some key details about her background and role:

Professional Experience

Yezmin joined Plancorp Wealth Management as a Financial Wellness Advisor in February 2022 and later became a Wealth Manager.1 In this role, she works one-on-one with clients in a fiduciary capacity, helping them develop and manage their financial plans.3

Educational Background

• Master's Degree in Mass Communication from the University of Central Missouri (2008)
• Bachelor of Communication Sciences from Instituto Technologico y de Estudios Superiores de Occidente (ITESO) in Guadalajara, Mexico (2000)1

Previous Work Experience

Before joining Plancorp, Yezmin's career included:

• Owner of Yezmin Thomas Media, LLC (2018-2022)
• News Reporter at Entravision Communications (2019-2022)
• Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. (2021-2022)
• Director of Communications and Marketing at Read Fort Worth (2017-2018)
• Video Journalist and News Producer at Telemundo-NBC (2006-2017)1

Achievements and Recognition

Yezmin has received several honors throughout her career, including:

• Eleven-time Lone Star Emmy Award Winner
• McGraw Hill Personal Finance Reporting Award4

Additional Information

• Year of Birth: 1977
• She is fluent in Spanish, given her educational background in Mexico
• Yezmin has no disciplinary information, other business activities, or additional compensation to report1

At Plancorp, Yezmin is supervised by Susan Conrad, the Chief Client Experience Officer, and is part of a team that maintains a 98% client retention rate.12