I decided to become a financial planner in 2019 after realizing this was a passion, not a job. As I researched the landscape of this industry, particularly those businesses that target the military with high-cost insurance and investment products, I decided to become a fee-only financial advisor to avoid the pressure of selling products and compromising client trust in my motives. I retired from the Marine Corps in 2024 and immediately began working for Clear Insight Wealth Management. I passed the Series 65 Uniform Investment Law exam in October 2023. I also passed the CFP® exam in March of 2023 and am working to complete my experience hours requirement. I became a Military Qualified Financial Planner® in November of 2024. I am a member of my local Financial Planning Association and the Military Financial Advisors Association. When I am not “nerding” out behind a spreadsheet, I’m usually with my wife, exploring our local city of Fredericksburg, Virginia. Family is an essential part of my life, and my grown children, being actors and musicians, theater and music are significant parts of my life as well. I am also a musician and serve in various capacities within our Fredericksburg, VA communities.
Firm Name
Clear Insight Wealth Management
Firm Website
www.myciwm.com
Phone Number
(571) 732-9856
E-mail
omen@myciwm.com
Credentials
MQFP®
