With a strong educational background in Business Administration, Finance, and Accounting, I am well-equipped to guide clients through the intricate world of financial planning. Holding multiple financial services licenses, including Series 7, 63, 65, 24, along with Life, Health, and Annuity Insurance licenses. Additionally, I am a Certified Retirement Counselor (CRC), a designation that underscores my dedication to delivering expert, comprehensive financial advice.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
As a U.S. Navy Veteran with 14 years of active and reserve service, I bring the principles of discipline and dedication to my role as a Financial Advisor. My experience as a Registered Investment Advisor Representative ensures that I uphold the highest standards in serving my clients' needs.
My approach is centered on understanding each client's unique personal and professional circumstances, enabling me to create comprehensive and tailored financial plans. I provide a broad spectrum of services, including investments, retirement planning, life insurance, health insurance, and annuities.
On a personal note, family is paramount. Married to Beckey for 29 years, we share our lives with our adult son and our rescued American Bulldog, Tug. We enjoy spending our free time golfing, cooking, relaxing at the beach, and attending concerts. I'm excited to bring my experience and dedication to guide you on your financial journey.
Financial AdvisorThomas Huddleston
With a strong educational background in Business Administration, Finance, and Accounting, I am well-equipped to guide clients through the intricate world of financial planning. Holding multiple financial services licenses, including Series 7, 63, 65, 24, along with Life, Health, and Annuity Insurance licenses. Additionally, I am a Certified Retirement Counselor (CRC), a designation that underscores my dedication to delivering expert, comprehensive financial advice.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
As a U.S. Navy Veteran with 14 years of active and reserve service, I bring the principles of discipline and dedication to my role as a Financial Advisor. My experience as a Registered Investment Advisor Representative ensures that I uphold the highest standards in serving my clients' needs.
My approach is centered on understanding each client's unique personal and professional circumstances, enabling me to create comprehensive and tailored financial plans. I provide a broad spectrum of services, including investments, retirement planning, life insurance, health insurance, and annuities.
On a personal note, family is paramount. Married to Beckey for 29 years, we share our lives with our adult son and our rescued American Bulldog, Tug. We enjoy spending our free time golfing, cooking, relaxing at the beach, and attending concerts. I'm excited to bring my experience and dedication to guide you on your financial journey.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
