Broker Check
Scott O’Mara, CFP®

Scott O’Mara, CFP®

Managing Partner

Scott is a firm believer that an investment portfolio should work cohesively with a client’s goals, tax strategies, estate plan, income needs, philanthropic goals and gifting. And he enjoys helping clients succeed. After earning his bachelor’s in Business Management from Northwood University, Scott worked in a variety of industries until finding his calling in financial services.

Scott’s unique background has helped him to provide a unique perspective for business owners and assist them in navigating the advantages of owning their own business. Together, Scott and his wife, Amber, have six kids. In his free time, he enjoys hunting and fishing with his kids. He is also an avid golfer.