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2026 Connect Money Next Generation Wealth Management Awards
Winners
- Cristina Wiebelt-Smith: Redefining Wealth Advice Through Education, Community Impact
- Jack Reifsnider: Linking Capital, Community, and Client Outcomes
- Ximena Silva-Avila: Pairing Values-Based Planning with Community Advocacy
- Scott Frazin: Blending Personal Engagement with Next Gen Advisory Approach
- Ken Vendley: Driving Growth Through Mentorship and Holistic Planning
- Michael Bueti: Scaling Growth, Innovation and Next Gen Client Engagement
- Abhishek Vakil: Aligning Personal Performance with Firmwide Growth
- John B. Petrick: Advancing Next Gen RIA Framework
- Alan Simeon: Transformation Through Growth, Innovation and Mentorship
- Julian Locke: Expanding Industry Access Through Mentorship
- Dana Hall: Redefining Wealth Creation Through Community Equity Innovation
- Alex Pape: Bringing AI, Unified Portfolios to the Advisor Desktop
- Nicholas Petrelli: Powering Growth Through Client Acquisition and Team Leadership
- Kelly Ann Winget: Challenges PE Norms With Access and Innovation
- Ashton Lawrence: Building $200M Practice Around Trust, Planning and Education
- Jacob Gurock: From Messaging to Mentorship
- Robert Howland: Modernizing a Legacy Firm While Deepening Client-Centered Advice
- Mamadou-Abou Sarr: Building $1.4B Quant Platform With High-Touch Innovation
- Collin Lyon: Rewiring Tech, Talent, and Team-Based Planning
- Lucas Mijares: Putting Values at the Center of Wealth Planning
- Danielle White: Building a One-Stop Operations Platform for Independent Advisors
- Susy Thomas: Bringing Athlete’s Discipline to Client-Centered Planning
- Rebecca Trethewey: Strengthening Platform With Retirement, Benefits Expertise
- Gautam Muthusamy: Accelerating Growth Through Personalized Advisory and Strategic Leadership
- Joseph Spina: Bridging Institutional Research and Private Wealth Advice
- Lowell Lyon: Prioritizing Simplicity in Wealth Management
- Greg Giardino: Turning Personal Experience Into Client-Focused Advisory Approach
- Hannah Forney: Guiding Families and Athletes Through Wealth Decisions
- Zach Schear: Fueling Record Growth and Transformation
- Megan Higgins: Driving Operational Innovation, Next Gen Talent Development
Susy Thomas: Bringing Athlete’s Discipline to Client-Centered Planning
Former Texas A&M golfer helps families build clarity, confidence, and l-t financial peace of mind
As a Partner Advisor and CERTIFIED FINANCIAL PLANNER in Allworth Financial’s Denton, Texas office, Susy Thomas channels the same focus and discipline that defined her collegiate golf career into helping clients pursue financial security and purpose. Previously a vice president at Denton-based Grunden Financial Advisory, Inc., which partnered with Allworth in 2026, she brings deep local roots and continuity to the relationships she serves.
A graduate of Texas A&M University, Susy studied business, communication, and economics while competing as a two-year letterwinner on the women’s golf team. After more than 15 years devoted to the sport—practicing, analyzing, and constantly pushing to improve—she now applies that mindset to wealth planning. To her, advising is a lot like being part of a great team: it is about character, commitment, and helping others reach their goals.
Susy’s process begins with what matters most to each client: their values, priorities, key relationships, and the kind of support they want. From that foundation, she builds a personalized financial plan designed to serve as both a roadmap and a framework for future decisions—the first chapter in a long-term journey together.
Throughout the relationship, clients can expect honesty, consistency, and a high level of care. Susy follows through on commitments, communicates with transparency, and strives to serve people the way she would want to be served—thoughtfully, proactively, and with their best interests at the center.
She finds it especially rewarding to help clients move from uncertainty to clarity. Partnering with them to create a plan that reduces anxiety and provides direction is what drives her every day. When clients feel confident about their next steps, Susy knows they are on the right path.