Thomas L. Wilkinson, President

Thomas L. Wilkinson, President

Phone: (402) 558-6860
Fax: (402) 558-9748
E-mail:

After graduating from Weber State University with a degree in Business Administration, Tom worked three years for his National Fraternity, Pi Kappa Alpha, in Memphis Tennessee. In 1974, he moved to Omaha and joined the Massachusetts Mutual Agency as a sales representative. Three years later he entered management as a Staff Supervisor for Mass Mutual and in 1985 was appointed General Agent for Mass Mutual in Nebraska and Western Iowa, a position he held until he took early retirement in June of 2000.

During Tom’s tenure with Mass Mutual he and the Agency received numerous honors. The Agency received ten National Management Awards from the General Agents & Managers Association in recognition of their outstanding sales results. They were recognized three times by the American College for professional / educational achievements. Tom served as President of the Nebraska General Agents & Managers Association in 1991. He has also served on the state and local board of NAIFA, the industry professional association. Many of the individuals Tom recruited to the financial services profession have gone on to achieve tremendous sales and management success. During Tom’s 15 years as head of the Mass Mutual Agency, as many as 15 of his sales associates regularly qualified for the industry’s elite sales organization, the MDRT.

Tom holds his Series 6, 7, 22, 24, and 63 securities registrations and is a registered representative of Securian Financial Services, Inc. He has completed numerous courses through the American College and has taught classes for the American Management Training Council.

Over the years, Tom has given significantly to his community having served on the boards of numerous community organizations. He is currently a member of the Rotary International, serves on the Superintendents Business Advisory Committee, is President of the Cox Classic Golf Tournament Board (a PGA event on the Nationwide Tour)and is active in his church.

Tom and his wife Cathy have been Omaha residents for over 30 years. They have four children, daughters: Jessica, Abby, and Ashley, and a son: Tyler.

Contact Information
Thomas L. Wilkinson
Heritage Financial Services
1010 S. 120th Street, Suite 200
Omaha, NE 68154