Thomas Pargett, MBA, FBS®, CFP®
Wealth Advisor // Wealth Management
Thomas serves as the devoted advisor to individuals and institutions dedicated to education. A former educator turned fiduciary advisor, Thomas understands the unique circumstances educators, school districts, and higher educational institutions face as they make decisions that affect their respective financial futures. He advises numerous educational professionals including faculty members from institutions such as the University of Nebraska Medical Center, Boys Town National Research Hospital, Morningside University, Metropolitan Community College and Millard Public Schools in Nebraska just to name a few.
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™ and serves on the CFP® Mentor Program. 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.