Omar has been a Financial Advisor since 2013. He prides himself on developing and maintaining client relationships and providing you with the guided execution to help you realize your goals. He is passionate about being your advocate and has a team-based planning approach. Along with expertise in wealth management/accumulation, asset and income protection, retirement solutions and financial math modeling, he also specializes in retirement distribution planning.
Omar has volunteered in youth ministry for over 10 years. He is a member of Church on The Move in Tulsa, OK and leads an 11th grade boys small group. He is passionate about empowering the next generation with tools and confidence to live life at it's highest level.
Omar graduated from Oklahoma State University with a degree in Finance and Accounting. He is currently working towards completing his Certified Financial Planner (CFP®) certification.