Tommy Falk

After earning his degree in Finance from Minnesota State University Moorhead, Tommy chose to follow in his grandfather Dave’s footsteps and pursue a career in financial services. Inspired by the care and commitment Dave devoted to his clients, Tommy is passionate about continuing that same legacy of trust and service.

Working alongside Jay and Dave, Tommy serves as a paraplanner—helping build comprehensive financial plans and ensuring each client receives exceptional support and personalized guidance.

Outside of work, Tommy enjoys spending time outdoors hunting and fishing, as well as golfing and playing baseball.