Meet Thomas
As our Vice President of Advisor Development and Wealth Advisor, Thomas places a focus on ensuring clients can address two important items: a tax efficient retirement and proper planning around healthcare in retirement. With more than a decade of experience in advising clients, Thomas discovered that tax efficient retirement and healthcare in retirement are common concerns. As such, he decided to focus his efforts on ensuring clients can sleep at night, knowing their financial plan is focused on being tax efficient & properly segmented to plan for their pending healthcare needs.
A graduate of Morningside University with a Bachelor of Science degree and an MBA from Creighton University, Thomas holds both a Certified Financial Behavior Specialist® (FBS®) designation and a CERTIFIED FINANCIAL PLANNER (CFP®) designation.
Outside of work, Thomas enjoys spending time with his wife Kelly and their daughter and two sons. Together, they are very active within their local community and can often be found dashing from one activity to another. They also enjoy grilling, relaxing around the fire pit and watching movies together. Thomas enjoys reading and exercising in his spare time.
Thomas Pargett is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.
