Brent O’Mara joined WealthPlan in May of 2000 as a Wealth Advisor and hit the ground running never looking back. It was his first position within the industry.
“Wow, did that work out!” he says. “I landed my dream job the first time. How many people can say that?”
As a Senior Wealth Advisor, Brent works with clients, both new and existing, actively managing and monitoring their investment portfolios. He regularly meets and communicates with them to tailor their plans and ensure their goals and objectives are being addressed. He gets his greatest satisfaction in striving to exceed their expectations, protecting their interests, and developing innovative solutions to address each client’s situation.
In his spare time, Brent, his wife, Erin, and children Wyatt, Quinn, and Sloane love spending time with family, friends, and enjoying the great outdoors by hunting, fishing, and the occasional round of golf.