Our Firm
We believe every person has a unique calling in life and that our God-given skills are to benefit one another. At Omni, we are passionate about your stress-free family and business financial management. Just as you rely on doctors if you’re sick or counselors if you need guidance, you can rely on us as specialists in the field to offer advice and services toward your financial goals. We are honored to be trusted by our clients and are energized by creating solutions to meet their individual needs.
We are an independent firm who works with our clients to find the custom fit solution for their individual need. We have every tool in our belt and strive to assist you in employing the most appropriate, least expensive, most tax efficient strategies possible.
Omni is Latin for all or everything, hence Omni Financial means all things financial. We take a holistic approach to your finances. We look at all the pieces of your financial puzzle and help piece them together so we all have an idea of what your current financial picture looks like. Only then can we realistically hope to put a plan together to pursue your goals. We work to protect both your assets and your family, then work to accumulate the savings needed for your goals and the growth desired for your financial future.
"Integrity is doing the right thing, even when no one is watching."
- C.S. Lewis
Working For You!!!
ANDY VOELTNER
Owner, Omni Financial, LLC
LPL Financial Advisor, CFP®, AAMS®, CRPC®, CKA®
I try to do all things as if I were doing them for the Lord. Not an easy task (He was perfect). My beautiful bride Becca, stays home with our four children, allowing me to focus fully while at work. I am passionate about people, and I believe it's my calling to use the gifts God has given me to help all who need a trustworthy advisor. I founded Omni Financial in 2014 to fill the communities hunger for an independent advisor who can provide objective advice and to help my community find financial freedom. I strive to work with my clients to educate them on the best investment vehicles and products to use, including the cost and fees associated with each one. I believe that if I can help clients reduce the cost of their current and future underlying investments without reducing their return then I can make the difference in their life and portfolio that keeps the relationship strong for years! It's very important to me that my clients feel as if am an extension of their family and that there is no question they can't ask. I want to help you make your money make money!
CASHTON CRAIG
Financial Advisor, MBA
Dedicated, trustworthy and thoughtful are the type of person and advisor I strive to be. I am most passionate about accomplishing this through meaningful conversation and consultation. Getting to know people and developing lasting relationships fuels me every day. Educating my clients and providing the most personalized financial advice is my way of providing meaningful service to my community. My goal is to help my clients achieve what is most important to them and their families. If I am not in the office, you can be sure to find me at the gym, on the links, or at the park with my dog, Jeter.
I look forward to learning about you and answering any questions you may have!
KIZZY ALLEN
Client Engagement Assistant
In the past I have always had client-centric roles in varying industries. I hope to make sure your experience with us is personal and meaningful. I am excited to get know you and it would be my absolute pleasure to assist you with any needs you may have! I love food and enjoy cooking and baking. My favorite food to cook is Asian food and I am told I make a mean cheesecake. For fun I enjoy Olympic weightlifting, music, reading and streaming shows! Due to my curious nature I collect hobbies; this year alone I picked up kayaking, bouldering and Argentian Tango. I look forward to meeting in person!
Our Clients and Future Clients
Our clients are today’s leaders. Leaders of businesses, families and social movements. We work hard to stay on the edge of new information, technology and develop custom strategies for the diverse planning needs of our clientele. Our diverse clientele consists of Business owners, Business professionals, Retirees, Multi-Generational families, Millennials and civil servants. All of which have unique outlooks and desires for their financial goals and the road that gets them there. We love the opportunity to earn the trust of family members and friends of our current Omni family. Our growth comes primarily through the referrals of a satisfied clientele and a network that appreciates the amount of work we put in before and after we meet with our clients. We work closely with our network of professionals to ensure that your tax planning and estate planning needs are met. We daily strive to help clients put their financial puzzle together and make sure it stays together when they need it most.