About Us

About Us

Sophisticated, holistic financial consulting and wealth management

Who We Are

There are many ways to invest. There are many ways to obtain financial and investment services. Ours is not the only way; it is simply our way. Our approach is always client-driven. As such performance is measured not by whether your investment(s) “beat the market” or whether you’re doing better than your neighbor. It is measured by whether you are meeting your goals within an acceptable range of expectations and have financial security. It is about an exceptional client service experience. It is about making the world a better place than we found it.

Our Mission

At Omega Financial Group, we are committed to providing high quality services through our four areas of purpose:

  1. Providing sophisticated, holistic financial consulting and wealth management assistance to our clients that in our experience is only available to institutional investors
  2. Providing exceptional client service
  3. Setting the standard for our industry and for the advisors in other industries
  4. Having a positive impact on the community around us

Our Team

We work hard for your success

Chief Strategist | CIO

Dylan B. Minor

As Chief Strategist and CIO at Omega, Dylan has the role of overseeing the management of client assets and financial strategies. He works closely with Omega’s advisors to help create client financial strategies based on clients’ own unique needs and goals.

Director | Compliance Officer

Bryan W. Reinhard

Bryan works with private clients as Senior Investment Advisor and is Director of the Omega office.  Bryan seeks to provide unsurpassed investment planning services to the clients of the team.

Senior Wealth Advisor

PAUL C. KUHN

Paul manages private client, managed account and mutual fund relationships.  His business background includes owning and operating both a retail/wholesale business and a commercial fishing business.

Senior Wealth Advisor

ROBERT A. SCHULTZ

Rob works with pre and post retiree clients, foundations and other non-profit entities. He also manages and oversees some of Omega’s proprietary investment strategies, including Protected Value™ and Direct Total Return®.

Operations Manager | Lead Client Service Associate

NAOMIi SHINOZAKI

As a liaison for advisors and clients Naomi has acquired a broad spectrum of proficiencies that make her a valuable asset to the Omega team.

Get in touch with us.

We look forward to hearing from you.

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