18 APR 2025 / SERVICES UPDATES

Boulay Expands to Omaha with Strategic Hire of Senior Wealth Advisor

- MYCPE ONE Insights Team

Summary

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Boulay Financial Advisors, LLC is expanding into the Omaha market, hiring Thomas Pargett as a Senior Wealth Advisor in a move to strengthen its presence in the Midwest. The decision aligns with the company's growth strategy to attract entrepreneurial families and business owners in areas with booming financial sectors through values-driven service.

Boulay Financial Advisors, LLC is entering the Omaha market with the hiring of Thomas Pargett, FBS®, CFP®, as a Senior Wealth Advisor. The move extends Boulay’s Midwestern presence beyond the Twin Cities and reinforces its growth strategy rooted in talent and values-driven client service.

Omaha’s booming financial sector, up 35% in recent years, and its shared Midwestern ethos make it an ideal fit for Boulay’s expansion. Pargett’s appointment reflects the firm’s focus on building long-term relationships with entrepreneurial families and business owners seeking independent, fiduciary-led guidance.

Boulay President Jay Brown emphasized the firm’s independence and people-first philosophy, saying, “We’re excited to grow in a market that mirrors our values and to build around leaders like Thomas.”

Until next time…

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Boulay Expands to Omaha with Strategic Hire of Senior Wealth Advisor

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