BerganKDV recently hired Thomas Pargett as a Wealth Advisor in the Omaha market. Pargett’s primary focus in his role is to work with individuals, families and business owners to enhance their wealth through comprehensive financial planning.
Pargett began his career as an educator before transitioning to wealth management and enjoys using his educational skills to help clients understand their whole financial picture including financial planning, investment strategies, risk management and estate planning.
His deep level of knowledge about the wealth management industry also comes from his involvement with Certified Financial Planner Board of Standards where he is a CERTIFIED FINANCIAL PLANNER™ and serves on the CFP® Mentor Program. In addition, Pargett has studied financial behavior through the Financial Psychology Institute.
“Having Thomas join the BerganKDV team is something I am extremely excited about,” said Wealth Management Solutions Leader Matt Cosgriff, CFP®, “He is a very well-respected professional in the wealth management industry and his guidance and advice will be invaluable to our clients.”
Pargett holds a bachelor’s degree in education from Morningside College and is a Creighton University Master of Business Administration (Financial Psychology) 2020 candidate.