Boulay Financial Advisors, LLC is expanding its footprint into Omaha, Nebraska, with the strategic addition of Thomas Pargett, FBS®, CFP®, as a Senior Wealth Advisor. This move not only extends Boulay’s reach but also reinforces the firm’s commitment to growing around top talent and extending its impact to new communities.
Boulay’s expansion into Omaha aligns with the firm’s longstanding mission to provide exceptional service in markets that share its core values. Much like the Twin Cities, Omaha boasts a thriving entrepreneurial and business ecosystem, a commitment to family-focused financial success, and a deep-seated Midwestern work ethic that aligns with Boulay’s client-first philosophy.
“At a time when many firms are prioritizing consolidation, Boulay remains committed in its independence and remaining 100% owned by its professionals because we believe it creates the best client outcomes,” shares Jay Brown, BFA President. “Omaha’s strong economic growth and common values make it a natural place for us to expand. More importantly, we are excited to build around leaders like Thomas who will continue our legacy of helping families and businesses as they navigate financial complexity.”
In recent years, Omaha’s market has thrived, with Douglas County leading the nation in GDP per capita growth, rising 9.2% among counties with over 500,000 residents. More specifically, the city’s financial sector has grown nearly 35% in recent years—far outpacing the national average of 3.4%. Boulay sees an opportunity to serve this growing market and build long-term relationships with business owners, entrepreneurs, and families who value independent, client-centered advisory services.
About Thomas Pargett
With over a decade of experience in wealth advisory, revenue growth, and client retention, Thomas brings a strong track record of helping individuals and businesses achieve financial success. His financial planning expertise and dedication to client success make him an ideal leader for Boulay’s presence in Omaha.
A native of the region, Thomas holds a Master of Business Administration from the Creighton University’s Heider College of Business and a bachelor’s degree from Morningside University. He is a Financial Behavior Specialist® (FBS®) and a CERTIFIED FINANCIAL PLANNER™ Professional. Thomas is actively involved in the Financial Planning Association of Nebraska, where he served as president from 2022 to 2023. He also contributes as a board member on the Morningside School of Business Advisory Board.
About Boulay PLLP and Boulay Financial Advisors, LLC
Boulay PLLP, established in 1934 by Joseph A. Boulay, has grown into a leading accounting firm with over 300 dedicated professionals, including 46 partners and more than 115 Certified Public Accountants. Headquartered in Minnesota, Boulay serves clients both nationally and internationally, providing top-tier accounting services. Boulay’s consistent growth and commitment to excellence have earned it a position in the Minneapolis/St. Paul Business Journal’s Book of Lists for accounting firms, currently holding the #6 spot. The firm has also been recognized as a Best of the Best CPA firm by INSIDE Public Accounting (IPA) and has been listed in the IPA Top 100 Firms for several years.
Boulay Financial Advisors, LLC (BFA) is a SEC Registered Investment Advisor dedicated to helping over 1,200 families and businesses achieve their financial goals. Since its establishment in 2001, BFA has been committed to building, preserving, and transferring wealth for its clients. The team of over 40 wealth management professionals, including eight partners, delivers expertise and personalized service to every client relationship. BFA specializes in comprehensive wealth planning, utilizing the WealthNAV™ experience to guide clients through the complexities of retirement income planning, ensuring financial security and peace of mind. BFA has been recognized as a Top Firm by Assets Under Management (AUM) for 2023 by Accounting Today, moving up six spots to #22.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.