Southeast Atlantic

Mutual of Omaha Advisors

Phone:
704-556-1078
Fax:
704-556-1068
Areas Served:
North Carolina including Charlotte, NC; Raleigh NC; Wilmington, NC; Winston-Salem, NC; and Asheville, NC**

Check the background of this investment professional on FINRA BrokerCheck.

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 Charlotte and throughout North Carolina and South Carolina, 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

  • Please join me in Celebrating an Anniversary! John Harris is Celebrating his 2nd Anniversary with Mutual of Omaha on September 16th, 2018! John...

  • Please join us in Celebrating a Birthday! Please wish Lance Colclough a Happy Birthday today! Lance has been with Mutual of Omaha based in the...

  • Please join me in Celebrating an Anniversary! Sue Sandlin-Plaehn is Celebrating her 41st Anniversary with Mutual of Omaha on September 14th,...

  • 7 Life Events Where Life Insurance Can Help | Mutual of Omaha

    Have you ever wondered, “Do I need life insurance?” Consider these 7 life events that help answer that question.

    Read News Article
  • Please join us in Celebrating a Birthday! Please wish Clara Owen a Happy Birthday today! Clara has been faithfully supporting the Agents with...

  • Please join us in Celebrating a Birthday! Please wish Oren Douglas a Happy Birthday today! Oren has been with Mutual of Omaha based in the...

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