Broker Check
 
Kevin O’Mara, CFP®

Kevin O’Mara, CFP®

Wealth Advisor

Kevin joined Feltz WealthPLAN in the spring of 2006 after spending five years as a Commercial Loan Officer specializing in debt-financing packages for the acquisition of transportation equipment, debt restructuring, and operating lines of credit. When he was given the opportunity to join the Feltz team, he “jumped at it.”

“My brother had been a Wealth Advisor with Feltz since 2000, and I jumped at the opportunity to work for a firm with such an impeccable reputation in our community. Working beside my brother on a daily basis was an added bonus.”

Scope of Work and Greatest Satisfaction

A graduate of Bellevue University with a Bachelor of Science Degree in Business Marketing/Management, Kevin’s role at Feltz WealthPLAN is to provide the financial-planning tools** needed for clients to pursue their financial goals. The advisors at Feltz WealthPLAN, O’Mara explains, are independent, objective, and always put client interest first. Using well-constructed financial blueprints, they ensure that taxable investments and retirement accounts are structured for optimal performance and that sound financial strategies are implemented for lifelong benefit.

He works with a variety of clients and says that he particularly enjoys the relationships he’s established with people in different stages of life and career. He says that he has witnessed many of his clients’ personal, professional, and financial accomplishments and that playing a role in some of those achievements has given him great satisfaction.

“I love all aspects of my career. My dad told me growing up, ‘I don’t care what you do when you finish school, just make sure you love to get up and do it every day.’ I can honestly say I love getting up and coming to work in the morning.”

Community Involvement

Kevin served as Chairman of the Board for Angels Among Us from 2010 – 2012 and remains an active member of the board today. His dedication to the charitable organization has helped Angels Among Us distribute hundreds of thousands of dollars to numerous families of children battling cancer. He is a native of Oakland, Nebraska, and resides in Millard with his wife, Melissa, their son, Chase, and daughter, Kinsley. He enjoys spending his free time golfing, boating, and grilling out with family and friends.

Certificates/Registrations/Designations/Licenses

  • CERTIFIED FINANCIAL PLANNER™
  • Series 7*
  • Series 66*
  • Health/Life/Annuities

*Securities registrations held with Securities America.
**Financial Planning offered through Feltz WealthPLAN, a Registered Investment Advisor and separate entity from Securities America.