Omada Wealth Management

06/04/2025

Going through these steps together can help ensure your family is financially prepared.

This is the ideal opportunity to introduce your child to money basics that will help them build a strong financial future.

05/28/2025

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future.

Marriage includes some nice perks, especially at tax time.

05/21/2025

Having a baby is typically when most people realize the importance of getting life insurance. But as your life evolves, your coverage needs will change. Let’s sit down to make sure your plans match where you’re at in your life.

Like many parts of your financial life, life insurance isn’t something you should set and forget.

05/14/2025

I can guide you through major milestones like sending the kids off to college.

Learn how student loans work and the ins and outs of paying them back. That way, your student can manage the debt effectively.

05/12/2025

Babies are miracles. You know what else is a miracle? Being financially ready for big life events—like having babies. I’m here to help.

05/08/2025

Hey everyone! 🎉

I'm excited to share that Omada is a proud presenting sponsor of the National Kidney Foundation Colorado Golf Classic at Ravenna on June 23rd. ⛳️

Join us for a fun day on the greens at one of Colorado's top golf tournaments! Plus, top finishers get the chance to head to the iconic Pebble Beach! 🏖️

Whether you're a seasoned pro or just love a good day on the course, we'd love to have you with us for a great cause. For more details, drop us a message or check out https://lnkd.in/gzsmvXJD.

Let’s swing for a great cause and have some fun!

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05/07/2025

🌟 Exciting News at Omada Wealth Management! 🌟

We're thrilled to welcome Lee Hillman to our team as an Operations Associate. With a wealth of experience in operational excellence, Lee is dedicated to supporting our advisors and clients in achieving financial success.

Lee brings over 30 years of expertise in financial services, having previously held senior roles in operations and client service delivery. After a career break to spend time with family and earn his CFP certification, he is now ready to make a powerful impact at Omada.

Outside of work, Lee enjoys skiing, golfing, running, and traveling with his family. Welcome aboard, Lee! We're excited to have you as part of the Omada family.

05/07/2025

Planning for the money you’ll need in retirement isn’t just for the older generations. I can help you plan for this and other long-term goals.

If you’re a member of Gen Z, these simple steps can get you on the path to a strong retirement.

05/05/2025

I’m here to keep you and your finances on the right track, no matter what’s going on around you.

04/30/2025

54% of Americans say they will be financially prepared for retirement when the time comes. Let’s make sure you’re on the right side of that number. For your dogs’ sake.

*Northwestern Mutual 2025 Planning & Progress Study

04/23/2025

I thought this was great Shakespearian advice, but for those of you who don’t speak old English, I’ll translate. “Honestly, saving money is as good as earning it, but if you waste your cash on nonsense, you’ll end up broke—like a tree in winter with no leaves.”

04/23/2025

Americans dream of retiring comfortably with $1.26 million, but many aren’t saving enough. Together, let’s look for opportunities to save and be ready for retirement when it comes.

See how your goal for retirement savings stacks up—and what you can do to maximize your savings.