As a Planning Associate, Omar supports the advisory team in a variety of client service and planning activities. Responsibilities include preparing for client meetings, assisting with the onboarding of new assets, drafting Investment Policy Statements, and maintaining communication with clients and their professional contacts.
Omar participates in client meetings and assists with documenting and coordinating follow-up items. Additional responsibilities include contributing to the development of financial plans, gathering information from clients, and monitoring planning strategies and tax law developments relevant to client needs. Working alongside the client service team, he manages multiple projects and administrative tasks within a fast-paced environment, applying organizational skills and attention to detail to support ongoing client and team initiatives.
What sparked your interest in financial planning? What fuels you every day in your work?
Before Modera I spent 7 years in the life insurance industry. It was an incredible experience! I learned that I loved providing solutions to high level problems for my clients. There’s no better feeling than building real relationships with the families your serve.
What do you feel is a strength that you have?
My biggest strength is adaptability. Every client has a different background, circumstances, and story. I take pride in finding the best way to communicate in a manner in which they’ll be most comfortable. It’s the fastest way to make a friend!
What do you enjoy most about working at Modera?
I love the company culture. You can tell Modera really cares about taking care of its clients and everyone who serves them. Everyone I’ve met has gone out of their way to make me feel welcome and make sure I’m on the track to success. I hope to be here for a very long time!
Where did you grow up? Where do you live now?
I grew up in Forest City, NC. It is a small town about an hour outside of Asheville. I came to Asheville for college, met my wife, and now we live in Fletcher, NC with our two boys.
Western Carolina University,
Master’s of Business Administration
UNC Asheville,
BS, Management
