Thomas Pargett, MBA, FBS®, CFP®

Senior Wealth Advisor // Managing Director

Thomas Pargett, MBA, FBS®, CFP®
“I am an educator at heart and the ability to mix education into wealth enhancement was a natural fit. I absolutely love the relationships that are fostered through financial planning - there's nothing better than understanding how people are financially motivated then helping them achieve what they are seeking to achieve.”
// CONTACT: 402-829-5611

Thomas works with individuals, families, retirees, and executives in business & education. Having experience advising executives in various industries all across the country, Thomas ensures they are receiving holistic, comprehensive & fiduciary financial planning. He also has the privilege of serving as the Managing Director for the South Region of BerganKDV Wealth Management. In this role, Thomas is responsible for the oversight & coaching around the strategy, growth, & client experience for the BerganKDV Private Client offices in Nebraska, Iowa & Missouri.

Thomas 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 comes from his involvement with the Certified Financial Planner Board of Standards where he is a CERTIFIED FINANCIAL PLANNER™, serves on the CFP® Mentor Program, and serves on the Board of Directors for the Financial Planning Association of Nebraska. In addition, Thomas has conferred the designation of CERTIFIED FINANCIAL BEHAVIOR SPECIALIST® through the Financial Psychology Institute. Thomas holds a bachelor’s degree in Education from Morningside University and an M.B.A. in Financial Psychology from Creighton University.

Schedule an introduction call with Thomas!

// Thomas Pargett, MBA, FBS®, CFP®’s RECENT BLOG

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