Director of Operations & Client Services
Becky Rogers has been in the financial industry for over 17 years joining the O'Mara Team in September of 2021. The ability to be able to assist others in reaching their goals and the relationships built while doing so whether it be...
Client Services Associate
Elizabeth Billings joined the O’Mara Team at Feltz WealthPlan in September of 2021 as an Intern and began working full time as a Client Services Associate after her graduation from Creighton University in December of 2021. After...
Wealth Planning Strategist
Kimberly started her career in the Financial Services Industry in 2015 at New York Life in Des Moines, as a Financial Planner and obtained her series 6 and 63, and life and health insurance licenses. She grew her career as a Registered...
Lynn recently joined the Feltz WealthPLAN team as a Financial Client Services Associate. Her experience includes over 14 years of Financial Services industry experience from when she was a sales assistant in St. Louis, Missouri. She...