Financial & Investment Services
Our mission is to get to know and understand our client's needs, wants, and long-term goals. We want to collaborate with them to develop, implement, and monitor a strategy that's designed to address their individual situations.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. Herrera May Wealth Management and Mutual of Omaha Investor Services are not affiliated. Brent Herrera - CA Insurance License 0M54345. Thomas May - CA Insurance License 0L98011.