Thomas Pargett, CFP Joins BerganKDV as Wealth Advisor
BerganKDV (bergankdv.com) recently hired Thomas Pargett, CFP® 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. He 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.
Pargett’s 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™ (CFP®) 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.
BerganKDV is a leading professional services firm with a contagious culture where growth is fostered and making a difference means something. Their values drive their decisions, and their passion is empowering people and creating a wow experience for their clients. Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial, and technology solutions including business planning and consulting, tax, assurance and accounting, technology, workforce management, wealth management, and turnaround management services. Learn more at bergankdv.com.
Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.