Integrated Wealth Advisor
Omer Abramovich is an Integrated Wealth Advisor at Carlson Capital Management. As part of the Carlson Portfolios team, Omer partners with clients and their families, providing investment management, retirement modeling, and other aspects of general financial planning and client care that are custom to client needs. In this role, Omer also connects clients with the firm's specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis.
After graduating with a Bachelor of Science degree in Economics from the College of Charleston, Omer went on to earn his MBA from The Citadel (the military college of South Carolina). He also holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards. Omer began his career in financial services as a client support coordinator. He joined CCM having worked serving clients for five years as a financial planner at a Twin Cities advisory firm.
Tennis has been a central part of Omer’s life since he was young, growing up in Haifa, Israel, and is what led him to college in the U.S. After college he worked for four years as the founder of Creekside Tennis Academy in Charleston, South Carolina, managing all aspects of the program. When not at work, Omer enjoys spending time with his family and exercising regularly. Omer and his wife are members of Beth El Synagogue, where he also serves as an executive board member. Omer, his wife Tyler and their son reside in Plymouth, Minnesota.
In January of 2006, I enrolled at the College of Charleston on a full scholarship for tennis. I arrived with the expectation that I would have a winning record and even that I might lead the team. In reality, I ended up playing in position number four (out of six) with a 50/50 record. At the end of the season, my coach asked me to meet with him in his office. He told me that they hadn’t brought me on to play for the school to demonstrate this poor of a tennis season. He also stated that unless he saw significant improvements in my game, my athletic scholarship would likely be taken away from me.
I took that conversation to heart, and decided that it was time for me to work harder and prove my true talent. I had about eight months for training between the end of the season and the beginning of the next. I was determined to train harder than anyone else and prove to myself, my teammates, and my coach that I was worthy of keeping the scholarship. The hard work paid off and I ended the following season by breaking the school record—that meant winning every single match I played, both in singles and doubles. I was able to keep my scholarship and in the following two seasons, played in the number one position in both singles and doubles—leading the team as captain.
Through this experience I learned to truly value the hard work that pairs with reaching your objectives. I know that all of the clients I work with have their own personal stories of setting and meeting objectives. I respect their histories and background and what inspires them to meet their goals. I truly enjoy partnering with clients, and applying our resources and expertise at the firm to help them reach their financial and life goals.
Members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.