The
WealthPlan Team

Brent O’Mara

Owner and Financial Advisor

Brent O’Mara joined WealthPlan in 2000 as a Wealth Advisor. His unceasing drive to help his clients better their lives through financial planning and smart investing quickly made him one of the organization’s most important members.

In 2014, Brent became a partner at Feltz WealthPlan to help convert the RIA to a growth platform and recruit like-minded advisors. Since then, the firm has grown from $700 million to $2.8 billion in assets under management.

Brent’s passion for his clients flows into the rest of his life as well. He supports many charitable causes in the Omaha community, including Playsmart, Angels Among Us, Make a Wish, the Susan Komen Foundation, American Heart Association, and the American Cancer Society. He’s also a die-hard Nebraska football fan and enjoys being active in youth sports with his wife, Erin, and their three children.

Brent O’Mara

Owner and Financial Advisor

Todd Feltz

Founder, Feltz WealthPLAN and WealthPlan Partners

Todd Feltz is the man who started it all. In 1989, he had a vision that investors needed a financial guide more focused on their planning needs than on commission-based sales, and he founded Feltz WealthPlan to fill that need.

Throughout the years, Todd has remained passionate about serving his clients with unbiased financial advice. As a result, he has been named one of the best financial advisors in American multiple times.

Todd’s vision for serving clients first has been extended with WealthPlan Partners, which offers advisors across the country the opportunity to join an organization that provides them with the resources and support they need to deliver client service the way that Todd has always wanted.

Todd Feltz

Founder, Feltz WealthPLAN and WealthPlan Partners

Wade Behlen

Owner and Managing Director of Retirement Plan & Foundation Solutions

Before joining WPP, Wade worked in the medical industry helping businesses and patients improve their physical wellness. Since 2006, Wade and his team have helped WPP’s companies and foundation clients with their financial wellness. His team consists of “prudent experts” acting as fiduciaries, concentrating their expertise on working with company retirement plans, plan participants, foundations and their committees.

WPP advisors can introduce Wade’s specialized team as one of their own partners. Advisors who lacked the resources, experience or knowledge to grow their retirement plan or foundation client base in the past can now grow with a team of professionals on their side – their own retirement plan or foundation “specialist team.”

Wade Behlen

Owner and Managing Director of Retirement Plan & Foundation Solutions

Jack Holmes

Chief Investment Officer

Jack has over 15 years of experience in the investment management industry, most recently working for a large independent trust company as an investment officer. Jack joined WealthPlan Partners in 2015 to oversee the investment management strategies and services utilized by WPP advisors. In addition to overseeing Advisor Investment Solutions – the TAMP used by WPP advisors – Jack and his team build and manage various investment strategies and run a quarterly Investment Committee for the WPP advisor community.

Providing access to the committee and marketing collateral surrounding our investment solutions allows advisors to plug in to an investment process with very low incremental costs, unique transparency and ultimate flexibility. With his prior client-facing and sales experience, Jack also assists advisors with larger HNW and institutional prospects. He especially enjoys helping advisors win new business. WPP advisors also turn to Jack and his team for general consultative help with client cases and customized investment strategies, in addition to other various research resources.

Jack has held his Chartered Financial Analyst (CFA®) designation since 2012 and holds a master’s degree from Creighton University in Security Analysis & Portfolio Management.

Jack Holmes

Chief Investment Officer

Janice Bjornstad

Chief Operations Officer

With over 30 years at WealthPlan Partners, Janice knows the ins and outs of our firm and the industry. Throughout her time at WealthPlan, she has found her true passion lies in the challenges of onboarding new advisors. Janice works directly with new firms and advisors to guide and train their staff through the process – from preparation to onboarding to training.

Janice also carries her series 6 and 63, giving her a full understanding of the world of advisors, the value they offer, and what it takes to transition smoothly while eliminating disruption for firms and their clients.

Janice Bjornstad

Chief Operations Officer

Chris McMillan

CCO and Corporate Counsel

Bio here...

Chris McMillan

CCO and Corporate Counsel

Landon Troyer

Managing Partner, WPP Insurance Associates

Landon focuses solely on helping WPP advisors find the best insurance fit for clients. He began his career in 2010 at Northwestern Mutual in financial services and insurance before joining our team in 2017.

Landon’s decision to focus solely on insurance comes from his own personal experience with his family being unprepared for his father’s brain tumor diagnosis at the age of 27. As a young family, they decided to fight the best they could, going through countless treatments at the Mayo Clinic over the next 16 years until he lost his battle at age 43. Throughout the course of this battle, Landon watched his father lose his business due to a lack of basic business planning. The financial implications could have been much better with something as simple as a properly funded buy-sell agreement. His father was 16 years into a 20-year term life insurance policy when he passed, which became a saving grace for Landon’s mother.

This experience has made Landon especially passionate in helping advisors go above and beyond in planning for every client. Even if you have the “best” investment strategy, one health incident, accident or long-term care event can throw all of that out the window very quickly.

Landon Troyer

Managing Partner, WPP Insurance Associates

Sarah McLean

Director of Strategic Development

A native of Omaha, Nebraska, Sarah has been working with advisors for over a decade in many different roles. Her career began at an industry-leading portfolio management technology provider, where she quickly moved up through the organization and oversaw all internal sales.

After helping hundreds of advisors increase their internal efficiencies and upgrade the client experience they offer to their clients, Sarah brings an immense amount of knowledge to the WealthPlan team.

In her current role as Director of Strategic Development, she leads marketing and business initiatives and is always designing new ways that WealthPlan advisors can stand out.

Sarah McLean

Director of Strategic Development

Paul Ronhovde

Director of Business Development

Over the course of nearly 30 years in the financial services industry, Paul has served in many roles, progressing from an insurance agent to running his own independent financial services office. At some point over the years, he developed a passion for consulting and helping independent financial advisors find a match for their business.

After helping hundreds of advisors transition to new firms, Paul says the thing that sets WealthPlan apart is that no other firm works with advisors so directly, helping them grow their business by engaging with clients the way we do. Our CIO is willing to help close large clients, our owners will help grow a new market by , building insurance policies, splitting revenues, and providing lead generation.

“I have been privileged to help WealthPlan Partners turn like-minded financial advisors across the country into new partners.”

Paul Ronhovde

Director of Business Development

TheWealthPlan Team

Brent O’Mara

Brent O’Mara

Todd Feltz

Todd Feltz

Wade Behlen

Wade Behlen

Jack Holmes

Jack Holmes

Janice Bjornstad

Janice Bjornstad

Chris McMillan

Chris McMillan

Landon Troyer

Landon Troyer

Sarah McLean

Sarah McLean

Paul Ronhovde

Paul Ronhovde

1-844-564-6977

The
WealthPlan Team