Mutual of Omaha Advisors

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Areas Served:
Indiana, Ohio and Michigan**
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Dedicated Professionals Guiding Others

Our Mission
We help our customers protect what they care about and achieve their financial goals.

Helping to Guide Others
With offices in Indianapolis, Columbus, Cleveland, and Troy, our advisors are helping to make a difference in the lives of others. Our team of dedicated professionals maintains the highest standards of professionalism and service to our customers. We begin by taking our customers through a process of discovery in several key areas. Only then, with the knowledge and understanding of the customer’s wants and needs, do our advisors recommend the right strategies.

Mutual of Omaha Advisors Difference
To help our advisors meet their goals, we provide uncommonly comprehensive training, personal branding and marketing strategies complete with an extensive library of material, a true career path and a meaningful financial investment to their future.
Learn more about how our approach separates us from others in the financial industry.

News & Updates

  • Running a business comes with its own unique benefits and drawbacks. Here are 15 free resources for founders to take advantage of!...

  • For #SeniorCitizensDay, reach out to the seniors in your life and do something special for them!

  • Saving around $1 million for retirement is common advice, but there’s no one-size-fits-all budget. Here's how to figure out an estimate of what...

  • Happy #LeftHandersDay !

  • AUGUST SPOTLIGHT This month, we are highlighting our Interns, who just completed their time with us. Jonathan Dani, Steven Smead, and Kelley...

  • For kids, one of the biggest back-to-school questions is “Will I like my new teacher?” Breaking the ice early is a great way to help avoid first...

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