After being in the business for 37 years, I know, in spite of everything I went through, both business and personally, that it was the right decision. OMC has grown, thrived, and other firms have finally come over to my side. A fee only business isn’t a novelty anymore. Read more...
Sue Williams joined OMC in September 2014 as Client Services Associate. Sue is responsible for new client set up and current client account maintenance, including preparation of paperwork for account activity, database updates and customer support. She serves as a liaison between OMC and Schwab, overseeing daily activity and transactions. Sue is also responsible for annual review preparation of client portfolios.
Before joining OMC, Sue worked for many years for Benefit Specialists of NY (a subsidiary of CenterState CEO). As Operations Manager, Sue was responsible for the oversight and management of staff and operational functions, consisting primarily of the monthly billing, collections, and payment posting of $8 million in premiums per year. Sue came to OMC with a strong background in operations and management.