With an educational background focused in Business Administration, Finance and Accounting, I bring a solid foundation to my role as a Financial Advisor. I hold multiple financial services licenses, including Series 7, 63, 65, & 24, Life, Health, and Annuity Insurance. I'm also a Certified Retirement Counselor (CRC). Through these licenses and designations, I've built a comprehensive skill set to navigate the intricate world of financial planning.
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 combined active and reserve service, I understand the value of discipline and dedication, principles I bring to the financial realm. My commitment is evident as a Registered Investment Advisor Representative, ensuring the highest standards in serving my clients.
My approach centers on understanding clients personally and professionally to tailor comprehensive financial plans. I offer a full suite of services, covering Investments, Retirement Plans, Life, Health, Annuities, and more.
Beyond finance, family is key. Married for 29 years to Beckey, we have an adult son and a rescued American Bulldog, Tug. In our free time, we enjoy golf, cooking, beach outings, and attending concerts. I look forward to bringing this experience and dedication to guide you on your financial journey.
Financial AdvisorThomas Huddleston
With an educational background focused in Business Administration, Finance and Accounting, I bring a solid foundation to my role as a Financial Advisor. I hold multiple financial services licenses, including Series 7, 63, 65, & 24, Life, Health, and Annuity Insurance. I'm also a Certified Retirement Counselor (CRC). Through these licenses and designations, I've built a comprehensive skill set to navigate the intricate world of financial planning.
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 combined active and reserve service, I understand the value of discipline and dedication, principles I bring to the financial realm. My commitment is evident as a Registered Investment Advisor Representative, ensuring the highest standards in serving my clients.
My approach centers on understanding clients personally and professionally to tailor comprehensive financial plans. I offer a full suite of services, covering Investments, Retirement Plans, Life, Health, Annuities, and more.
Beyond finance, family is key. Married for 29 years to Beckey, we have an adult son and a rescued American Bulldog, Tug. In our free time, we enjoy golf, cooking, beach outings, and attending concerts. I look forward to bringing this 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
