David Mc Williams - Mutual of Omaha Advisor

Brent Herrera, a financial advisor at Mutual of Omaha, is dedicated to helping individuals and families in Concord, CA, secure their financial future through tailored insurance products and strategic financial planning. With a background in finance and economics, he prides himself on building personal relationships with clients and serving as a lifelong resource for their financial needs. As a CERTIFIED FINANCIAL PLANNER™ and Financial Services Certified Professional, Brent specializes in a wide range of services, including life insurance, annuities, and long-term care planning. He is actively involved in his community, serving on the Board of Directors for the local Chamber of Commerce and focusing on leadership and growth within organizations. Generated from the website

Andy Oloan is a licensed insurance agent with Mutual of Omaha located in Concord, CA, dedicated to providing personalized guidance and consistent service to clients. He specializes in helping individuals and families protect their financial futures through a range of insurance products, including life insurance, long-term care insurance, and Medicare supplement plans. With a commitment to understanding clients' needs and financial goals, Andy follows a structured process to develop tailored strategies for families, professionals, and small business owners. His mission is to ensure that clients are equipped to handle unexpected challenges and achieve long-term financial security. Generated from the website

Mutual of Omaha Advisors in Concord, CA, is dedicated to guiding individuals towards achieving their financial goals while protecting what matters most to them. With a team of professionals committed to high standards of service, they prioritize understanding the unique wants and needs of each customer to recommend tailored financial strategies. The company offers a comprehensive training program for aspiring financial advisors, emphasizing personal branding and marketing strategies to cultivate successful careers. Their supportive infrastructure and commitment to advisor growth create a dynamic environment where opportunities for advancement abound. Generated from the website