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12610 New Brittany Boulevard, Fort Myers, FL 33907

239-939-4455
trevor.harrelson@omnifinserv.com
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Our Team

Our Team, Dedicated to Your Goals

At OMNI Financial Services, education forms our core. We guide you toward business and personal financial goals, offering streamlined solutions through partnerships with professionals. Our hands-on approach ensures actionable results. Expect lifelong support from people who genuinely care. Together, we shape your financial success journey.

Fort Myers | Orlando | Tampa

Dennis Harrelson

Dennis Harrelson ChFC®

Chairman & CEO | Financial Professional

239-939-4455 ext. 109

Trevor Harrelson

Trevor Harrelson CLF®

President & Senior Financial Advisor

239-939-4455 ext. 107

Brawley Adams

Brawley Adams

Financial Advisor

239-939-4455 ext. 120

Rocky Rager

Rocky Rager

Financial Professional

239-939-4455 ext. 102

Damian Varela

Damian Varela CFP®, RICP®, CEPA®

Senior Wealth Advisor

239-939-4455 ext. 103

Bob DiBella

Bob DiBella

Wealth Management Advisor

321-586-1331

Melissa Bouchard

Melissa Carson-Bouchard CB®

Director of Finance & Operations

239-939-4455 ext. 124

Kim O'Hara

Kim O'Hara

Director of Underwriting

239-939-4455 ext. 108

Terry Bitner

Terry Bitner ChFC®, CLU®

Financial Professional

407-316-8043 ext. 229

Bruce Broussard

Bruce Broussard CFP®, ChFC®, LUTCF®

Senior Wealth Advisor

407-316-8043 ext. 225

Bill Dutra

Bill Dutra ChFC®, CLU®

Financial Professional

407-316.8043 ext. 227

Richard Macak

Richard Macak

Investment Advisor Representative

407-316-8043 ext. 222

Rob Rycyk

Rob Rycyk

Financial Professional

407-316-8043 ext. 226

Ron Likar

Ron Likar

Financial Professional

813-384-3888 ext. 202

Ryan Matiyak

Ryan Matiyak CFP®, ChFC®, CLU®

Financial Advisor

813-384-3888 ext. 204

Colin Bosak

Colin Bosak

Financial Advisor

239-939-4455 ext. 112

Jean Gretzinger

Office Manager

813- 384-3888 ext. 200

Lindsey Young

Lindsey Young

Senior Recruiter

239-939-4455

Business Services

OMNI Financial helps clients get the most value from their business so they can focus less on finances and more on what they love.

Explore Business Services

Business Planning

Businesses, like individuals, have financial life cycles, from formation to transition. OMNI Financial can guide you along the way.

Business Planning Group

Contact Us

Reach out to our professionals at OMNI Financial today to learn how we can help you gain the time and freedom to do what you want in life.

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