Our Qualifications

Over 45 years of experience

 

Omni Financial Advisory Group, Inc. is comprised of  advisors and a support team whose main goal is to provide our clients with the advice and services needed to navigate the occasional turbulent waters of investing.

 

 

 

History

 

Greg Bayer and Sue Stahley have joined forces to create Omni Financial Advisory Group, Inc. back in January 2005.  “Having registered representatives who are aligned with a leading broker/dealer in the financial services industry was a key factor in creating Omni”, says Greg Bayer.  “This industry is changing and our experiences have motivated us to position our clients’ to get the very best that is available”.  Multi Financial is a Boutique Style Broker/Dealer that offers all of the investment products and services and has a support team with a “Can Do” service approach.  Omni Financial Advisory Group, Inc. manages over $65 million in assets for individuals and businesses.  Prior to forming Omni Financial Advisory Group, both Greg and Sue were registered with a major financial firm.

 

Top Notch Executive Team

 

Greg Bayer is a 20 year veteran of the financial services industry.  Greg holds a series 7, 63 and life & health licenses. Greg has been a CFP since 1992.  Greg is also a contributing author of “Making the Money Last”.   A guide for both married couples, widows and widowers for managing the financial and estate issues that arise in the mature market.  This is his first foray into the publishing field and more may follow.

 

Sue Stahley has 20 years of experience in the financial services industry.  Sue holds a series 7, 63, 24, 51 and life & health licenses. Sue is responsible for Omni’s Investment and Portfolio research as well as the branch compliance officer.

 

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