For the past 16 years I have been working with Families | Professionals | Business Owners, investing my time and energy into truly understanding their needs and helping them realize their financial goals.
My areas of focus include: Wealth Strategies | Retirement Planning | Retirement Income | Risk Assessment | Tax Saving Strategies.
In 2019, I was honored to have been chosen by my peers to receive Edward Jones' exclusive Spirit of Caring Award, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back. I was one of only 295 advisors out of 19,000 to receive that award.
I grew up in New York City and met my wife, Lisa, while attending college in South Dakota. We have been married for 32 years and we have two adult daughters.
I earned a Bachelor of Arts Degree from Augustana University in Sioux Falls and my previous employment was with Procter and Gamble Pharmaceuticals and Gateway Computers. I hold the Accredited Asset Management Specialist designation. I am series 7, 63 and 66 licensed.
We serve clients all across the U.S. My Senior Branch Office Administrator, Jennifer Sparr, is dedicated to providing you with the highest level of customer service.
We look forward to serving you and helping you achieve your financial goals!
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- College Savings
- Insurance & Annuities
Office AddressLincolnshire Office Pk
3539 Southern Hills Dr Suite 2
Sioux City, IA 51106 opens in a new window
Phone NumberThomas R Targonski at (712) 274-0242
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More