Elizabeth joined the O’Mara Team at Feltz WealthPlan as an intern in September 2021 before transitioning to a full-time role as Wealth Planning Strategist. An Omaha native and graduate of Duchesne Academy, she earned a BSBA in Financial Analysis and Marketing from Creighton University in December 2021.
A financial planning course during her junior year sparked her interest in the profession. Elizabeth plans to pursue the Certified Divorce Financial Analyst (CDFA) designation and values helping clients achieve and maintain their personal financial goals.
Local office
Where to find this team
This profile appears with the following team on the site’s regional team page.