Feltz WealthPlan O'Mara Team

Feltz WealthPlan O'Mara Team A page to stay in touch with the O'Mara Team at Feltz WealthPlan by sharing timely updates around the markets, our team, future events and highlights!

From all of us on the O'Mara team, here at Feltz WealthPlan, we hope everyone has a fun holiday weekend!
07/01/2022

From all of us on the O'Mara team, here at Feltz WealthPlan, we hope everyone has a fun holiday weekend!

With Father's Day coming up, we would like to give a special shout out to all of the fathers on the O'Mara team! Brent O...
06/17/2022

With Father's Day coming up, we would like to give a special shout out to all of the fathers on the O'Mara team! Brent O'Mara, Kevin O'Mara, Landon Troyer, and Joshua Mueller we hope you have a great weekend.

Need to finish up some spring cleaning? Bring documents to shred and electronics to dispose of at our on-site shred even...
05/31/2022

Need to finish up some spring cleaning? Bring documents to shred and electronics to dispose of at our on-site shred event this Saturday, June 4th!

As schools let out for the summer, we would like to take this moment to congratulate one of our favorite educators, Mrs....
05/26/2022

As schools let out for the summer, we would like to take this moment to congratulate one of our favorite educators, Mrs. Melissa O’Mara.
She is wife of Kevin O'Mara and this year's recipient of the Millard Education Foundation’s 2022 Award for Excellence in Middle School Teaching.
Your daily guidance and encouragement will without a doubt help to shape our world! Congratulations, Melissa!

This month we are celebrating a Very Happy 16 Year Work Anniversary to our Senior Wealth Advisor, Kevin O’Mara! This com...
05/26/2022

This month we are celebrating a Very Happy 16 Year Work Anniversary to our Senior Wealth Advisor, Kevin O’Mara! This company wouldn’t be where it is today with you or your dedication. May you always remember how much you are needed and valued!

Please welcome our newest member to the Feltz WealthPlan O’Mara team, Joshua Mueller.Joshua has worked in the financial ...
05/20/2022

Please welcome our newest member to the Feltz WealthPlan O’Mara team, Joshua Mueller.

Joshua has worked in the financial industry since 2018 and started at Feltz WealthPlan in May of 2022. Before working at Feltz, Joshua worked as a financial advisor at a Fortune 500 insurance company where he obtained his Life/Health/LTC/Annuity licenses, as well as, his Series 6, 63, and 65 licenses. As the Wealth Planning Strategist with the O'Mara team, he is always striving to grow and improve his knowledge and is working towards earning his Master’s of Science in Personal Financial Planning.

When Joshua isn't working or studying, he stays busy with his wife Carol and his baby daughter Zoey. He enjoys swimming, road biking, rock climbing, and any activity where he can be in community with his church family.

This month we are celebrating our favorite Financial Client Services Associate, Lynn Williams Devereaux! Happy Five Year...
05/20/2022

This month we are celebrating our favorite Financial Client Services Associate, Lynn Williams Devereaux! Happy Five Year Work Anniversary & Happy Birthday, Lynn!
There is no doubt that you have made your presence an invaluable one in our company. From being the go-to for any and all client service questions to always sharing your Fig Newtons, we cannot express how grateful we are to have you on our team!

Please join us in our upcoming Client Appreciation Shred Event Saturday, June 4th from 8:00am to 10:00am!
05/19/2022

Please join us in our upcoming Client Appreciation Shred Event Saturday, June 4th from 8:00am to 10:00am!

We are proud to congratulate our very own, Elizabeth Billings, for graduating from Creighton University with her BSBA in...
05/19/2022

We are proud to congratulate our very own, Elizabeth Billings, for graduating from Creighton University with her BSBA in Financial Analysis & Marketing. After interning with us from September to December 2021, she joined us as a full-time Client Services Associate.
Congratulations, Elizabeth! Your ambition is an inspiration. We wish you a lifetime of success and are so proud of you!

05/13/2022

Consumer price index reveals costs rising by a monthly rate of 0.3% in April, down from 1.2% in March, the first fall since August 2021.

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Omaha, NE
68154

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