Alpha & Omega Financial Services

About Us

Telling the Truth
In 2001, after 32 years in the insurance business, Ray Poteet read Becoming Your Own Banker, by R. Nelson Nash. Since then, explaining the possibilities of the Infinite Banking Concept has become his focus.

Serving Others
At Alpha & Omega, our attitude toward all of our clients is to serve, not to be served. We place our clients' goals first. To us, our business and our future is totally dependent upon the trust relationship that we develop with you, our client.

Family Banking Experts
Since 2001, we have been able to help hundreds of families and businesses establish and utilize their own personal bank using the principles of The Infinite Banking Concept. Put our experience to work for you.

Meet the Alpha and Omega Team

 
 
Raymond Poteet
Founder
  Heather Poteet
President
Jodi Schlesener
Vice President
  Lisa Gay
Office Coordinator
Crystal Eisman
Policy Service Representative
  Marcie Swoyer
New Business Coordinator
Mike Everett
Representative
  Jamie Michon
Representative
Rocky Nystrom
Representative
   
 
 

 

© 2008 Alpha & Omega Financial Services, Inc. All Rights Reserved
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