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Erik Schei

Prior to joining the firm, Erik Schei was a Director of Products and Solutions, and before that an Operations Manager. Erik began his career in the financial services industry as a registered associate with Smith Barney. He was head of research for the broker group's portfolio management program and managed client relationships. Erik earned a BS in Mathematics from California Polytechnic State University - San Luis Obispo. He enjoys coaching wrestling, running, and reading during his free time.

Erik Schei

President, OMNI Advisor Solutions

"Helping Customers succeed by empowering them to focus on their clients - Independence Redefined" - Felipe Luna, CEO