Tandon Dorn, CFP®, CHFC®, RICP®, TPCP®: Certified Financial Planner®
Certified Financial Planner®
Tandon Dorn is a Partner and Certified Financial Planner® at Omaha Wealth Management, where he works with individuals, families, and business owners to bring clarity to complex financial decisions through coordinated planning. Since entering the financial planning profession in 2017, Tandon has specialized in integrating tax planning across a client’s entire financial picture—helping ensure investment, retirement, and estate decisions are made with long-term tax efficiency in mind.
Tandon’s approach focuses on understanding how income, investments, and future distributions interact under today’s tax rules and how thoughtful planning can improve after-tax outcomes over time. He works closely with clients to build strategies that adapt as life, business, and tax circumstances evolve, providing guidance not just at year-end, but throughout the planning process.
Tandon earned his undergraduate degree from Tusculum University and completed graduate studies at Wayne State College, where he also played collegiate baseball. He and his wife, Kayla, live in Ashland, Nebraska, with their daughters, Della and Didi. Outside the office, Tandon enjoys staying active, running, traveling, spending time at the lake, and cheering on Nebraska athletics.
Credentials & Licenses
Certified Financial Planner® (CFP®)
Chartered Financial Consultant® (ChFC®)
Retirement Income Certified Professional® (RICP®)
Tax Planning Certified Professional™ (TPCP®)
Series 6, 7, and 65 registrations
Life & Health insurance licenses