Brent O’Mara is a Partner and Senior Wealth Advisor at WealthPlan Group in Omaha, Nebraska.
He joined the firm in May of 2000 as a Wealth Advisor — the first position of his career in the industry — and has been with the practice ever since. In his own words: “Wow, did that work out. I landed my dream job the first time. How many people can say that?”
He serves clients through the WealthPlan Group Omaha office.
How Brent works with clients
Brent actively manages and monitors client investment portfolios, meeting regularly to tailor plans as circumstances and goals change. He works with both new and long-standing clients, and the part of the work he describes as most satisfying is finding a solution for a situation that does not have an obvious one.
Credentials
- Accredited Investment Fiduciary (AIF®)
- Certified Fund Specialist (CFS®)
- Series 66
- Life and Annuities licensed
- Member, Institute of Business and Finance, since 2005
In the community
Brent chairs Swing for Charity, which has raised more than $311,000 for the American Cancer Society, the Alzheimer’s Association, the American Heart Association, Angels Among Us, and PlaySmart. He also supports the HOPE Center and Muscular Dystrophy causes.
Outside the office
Brent and his wife Erin have three children — Wyatt, Quinn, and Sloane. He hunts, fishes, and golfs.
Local office
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