The Top 100 Magazine group released their list of individuals featured in their Top 100 People in Finance publication for 2021 and BerganKDV Wealth Advisor, Thomas Pargett is among the 100 finance professionals included in the list.
The Top 100 Magazine began solely as an American publisher, but now is distributed to more than ninety countries and has 500,000+ subscribers. The magazine features those who have achievements that are worthy of recognition. They recognize and pay tribute to hard-working individuals in a variety of categories and other publications like The Top 40 Under 40, The Top 100 Doctors, and The Top 100 Attorneys.
Candidates are thoroughly selected by Top 100 with the use of unique software, which utilizes a specific algorithm to search a variety of online resources for industry-specific terms and keywords. Examples of search criteria include social media, blog posts, peer reviews, and Google guides. Once a list of qualified candidates is compiled, Top 100 manually analyzes the results to make final selections. Selected financial advisors must be registered with the SEC as an Investment Adviser Representative with a clean record and have a history of high-quality client service.
“Thomas is a tremendous thought leader within our Wealth Management team,” said Matt Cosgriff, CFP®, Wealth Management Solutions Leader at BerganKDV. “His background as an educator continues to be a tremendous asset as he serves high net worth educators, business owners, and those preparing for and entering into retirement. We’re thrilled about this recognition for Thomas and look forward to the positive impact he will continue to have, empowering clients to live their best life.”
A former educator turned fiduciary advisor, Thomas understands the unique financial situations educators, school districts, and higher educational institutions face as they make decisions that affect their respective financial futures. He advises multiple professionals in the educational field including faculty members from the University of Nebraska Medical Center, Boys Town National Research Hospital, Morningside University, Metropolitan Community College and Millard Public Schools in Omaha, Nebraska.
Thomas is regularly involved with the Certified Financial Planner Board of Standards where he is a CERTIFIED FINANCIAL PLANNER™ and serves on the CFP® Mentor Program. In addition, Thomas has been conferred the designation of CERTIFIED FINANCIAL BEHAVIOR SPECIALIST® through the Financial Psychology Institute. He holds a bachelor’s degree in Education from Morningside University and an M.B.A. in Financial Psychology from Creighton University.