Thomas Pargett
Thomas joined Boulay in 2025, bringing more than 12 years of experience in financial management and wealth advisory services. As a trusted advisor, he specializes in crafting personalized investment and financial planning strategies that empower clients to shape their legacy and achieve their goals. He provides a variety of wealth management services, including tax and healthcare planning, investment advisory, and guidance to help individuals and businesses achieve long-term financial success. With a client-first approach, Thomas is passionate about delivering quality service that supports families through generations and major life transitions. He is also a key leader in Boulay’s expansion into the Omaha, Nebraska market, with a strong commitment to building lasting relationships in the region.
INVOLVEMENT
- Financial Planning Association of Nebraska—Board Member 2020-2024, President 2022-2023
- Morningside School of Business Advisory Board—Board Member 2021-2023
EDUCATION
- Creighton University—Master of Business Administration
- Morningside University—B.A. Education
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Financial Behavior Specialist (FBS®)
PERSONAL INTERESTS
- Training for marathons and ultramarathons
- Smoking the perfect brisket
- Movie nights with family
FAVORITE VACATION DESTINATION
- Estes Park, Colorado for the wonderful childhood memories with his parents, and the recent memories of visiting with his wife and three children
FAVORITE BOOKS
- The Go-Giver by Bob Burg and John D. Mann
- The Energy Bus by Jon Gordon
- Life of Pi by Yann Martel
- Extreme Ownership: How Navy SEALs Lead and Win by Jocko Willink and Leif Babin
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.