A Passion for Helping Business Owners Understand Their Numbers
Luke Thomas has spent his career working directly with small business owners, helping them understand the financial side of running a business. As a former Community Business Banker at WaFd Bank and a Partner Representative with Heartland, Luke built a reputation for translating complex financial language into clear, actionable insights.
What he enjoys most is helping business owners make sense of their numbers.
“When people understand what their numbers tell them, they make better decisions, and that’s where real growth begins.”
Discovering the Power of FINSYNC
Through his work with banks and small business owners, Luke had the opportunity to explore many financial tools. Among them, FINSYNC stood out. It wasn’t just the software’s features that caught his attention, but how it helped entrepreneurs move beyond basic bookkeeping and into real financial strategy.
“With FINSYNC, business owners can track their costs, understand their profit margins, and make informed plans for growth.”
These were skills Luke often found missing in the businesses he supported.
He saw how FINSYNC helped new entrepreneurs lay strong financial foundations and gave more established business owners the clarity they needed to move forward with confidence. He also noticed the support that came with the platform. The FINSYNC customer service team helped users understand what needed to be done and why it mattered, often stepping in to ensure important tasks were completed correctly.
Luke also witnessed the impact of FINSYNC firsthand through his role as a facilitator in one of the company’s entrepreneur education programs. In that role, he guided aspiring business owners through the process of turning their ideas into real businesses. He helped them shape business models, define their value propositions, and build financial plans they could actually use. That experience gave him a front-row seat to the kind of transformation that can happen when people are equipped with the right tools and support from the beginning.
So Convinced, Luke Joined the Mission
Luke didn’t just recommend FINSYNC. He believed in it so much that he joined the team.
Today, as FINSYNC’s Director of Customer and Partner Development, Luke works closely with Commercial Loan Officers and Personal Bankers, including his former colleagues at WaFd. His role focuses on helping banking partners better serve small business clients through FINSYNC’s tools and support network.
FINSYNC gives business owners more than just a software platform. It gives them confidence, direction, and the ability to make smarter decisions faster. That is precisely what motivated Luke to be part of the team.
Supporting the People Behind the Business
Whether he is connecting with bankers who want to serve their clients better or guiding entrepreneurs who are just starting, Luke brings his deep experience and genuine passion for small business success to every conversation.
He understands what business owners are facing and knows how to help them succeed. Now, he’s using that insight at FINSYNC to support a growing network of partners and customers.
If you are a Commercial Loan Officer or part of a bank’s business lending team looking to work with financially prepared clients, Luke is ready to help. He also supports personal bankers seeking to connect their customers with tools that make funding and long-term success more achievable.
Fynn Moves Your Business Forward Faster
Meet Fynn, your AI assistant, built to simplify business planning, funding, operations, and growth. With a fully connected Business Platform and Financial Network, Fynn helps you turn ideas into action, secure funding, streamline operations, and accelerate success.
From business planning to seamless execution and smarter financial connections, Fynn keeps everything and everyone in sync—so you can focus on what truly matters, in business and in life.