Omar is a founding partner at Blueprint Financial Group. With over a decade of experience in the industry, Omar focuses on tax-efficient wealth accumulation, estate transfer strategies, and exit planning for business. His approach gives clients important financial distinctions and leads discussions in a way that is engaging, empowering, and produces extraordinary results for clients. Omar is known for his ability to reliably listen for what his clients are dealing with and creating personalized strategies to help them level up.

Professional Highlights

• CLTC (Certification in Long-Term Care), a designation granted by the Corporation for Long-Term Care Certification.
• FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association.

Education and Experience

• FINRA Series 7 General Securities Representative.
• FINRA Series 63 Uniform Securities Agent State Law Exam.
• FINRA Series 66 Uniform Combined State Law.
• Bachelor’s degree in Organization Studies of Business Management

Specializations

I specialize in the following:

• Life insurance
• Income tax planning
• Retirement planning
• Retirement income planning
• Estate planning
• Business Solutions

Brittani is a founding partner at Blueprint Financial Group. With almost a decade of experience in the industry, Brittani focuses on tax-efficient wealth management and holistic behavioral financial planning. She is passionate about providing a comfortable space with authentic communication and an emphasis on education to nurture clients’ financial ecosystems. Brittani is driven to change the trajectory of her client's lives by cultivating generational wealth.

Education and Experience

• FINRA Series 7 General Securities Representative.
• FINRA Series 63 Uniform Securities Agent State Law Exam.
• FINRA Series 66 Uniform Combined State Law.

Specializations

I specialize in the following:

• Life Insurance
• Investments
• Investment planning
• Savings strategies
• Retirement accumulation
• Retirement planning
• Purpose-based advice for Divorcees
• Estate planning

Abby has been at Thrivent since 2023. She began her career in corporate accounting & finance in 2013 before becoming a Thrivent Financial Advisor. She strives to create a positive customer interaction and connect all customers to products that will help them build their financial future. 

Laura has been with Thrivent since 2003. She has experience at Thrivent in a variety of areas including Brokerage Services, Suitability, Mutual Fund Customer Service, and she joined the Remote Practice Support team in 2019. Laura's specialties are in Brokerage and Mutual funds but supports all product related tasks to help leverage workload.

Erika has been at Thrivent since 2021 and began her career in the Virtual Advice team before moving to the Remote Practice Support team. She has over 20 years of Customer Service and Sales experience and strives to create a positive customer interaction. She supports all products and related tasks to help leverage workload. 

Heather has been at Thrivent since 2013 and began her Thrivent career in Contract Change before moving to the Remote Practice Support team in 2019. She has expertise in life insurance and supports all products.