Tom Hodgson, CFP®

Tom Hodgson, Investment Advisor, began his career in 2011. He has built extensive expertise in financial planning and wealth management while taking on leadership roles in training and estate planning initiatives. 

Focusing on helping clients achieve their most important goals, Tom creates tailored financial strategies for everything from retirement preparation to education funding. He stays closely connected with clients' changing needs, regularly reviewing their investment portfolios and providing practical guidance. Tom finds fulfillment in helping clients who have worked hard in their businesses or professions feel confident about their financial future, whether they're saving for college, a wedding, or planning for retirement. 

Tom lives in Elkhorn, NE, with his wife Carlie, their children Aubrey and Jack, and their dog Oakley. Outside the office, he can be found following the Jays and Huskers, cooking, golfing, and enjoying outdoor activities including hunting and fishing.