Omega is pleased to announce the addition of two additional CFP® professionals to its existing team of 3 CFP® professionals, continuing to build a team that is diverse in perspectives and experience.
Recently, Davis Gardner, an Omega team member since 2018, passed and was accepted as a CFP® by the CFP Board of Standards. Davis serves as a Financial Planning Associate at Omega, and is part of the younger generation of Omega’s advisory team, bringing fresh insights and a focus on leveraging technology to better support our clients.
Last month, Andrea Brashears-Lusk, CFP®, joined Omega as an Associate Financial Advisor adding to Omega’s advisory team, bringing substantial experience in the financial services industry while also bringing her own new perspective to Omega’s holistic and comprehensive financial planning services.
Omega Founder and President Lisa Kirchenbauer, CFP®, RLP®, Certified Financial Transitionist® states, “With 5 CFP® professionals on its advisory team, Omega is positioned to expand its reach towards its mission to have a positive and significant impact on its clients, community, and the financial planning profession.”
This summer, Omega continued its efforts to have a summer financial planning intern, albeit virtually, providing the opportunity for John Weber from the Virginia Tech financial planning program to learn more about the profession of financial planning firsthand. Omega continues its partnership with Virginia Tech to help support and inspire students seeking financial planning careers.
Omega Wealth Management is located in Arlington, Virginia. Their team consists of Certified Financial Planners, Register Life Planners, Certified Financial Transitionist, and Certified Investment Management Analyst. Their purpose and passion are to have a positive and significant impact on their clients, community, and profession. To visit their new website, go to https://www.omegawealthmanagement.com/.
Why Omega? Beyond Simple Financial Management
200 N Glebe Rd #730, Arlington, VA 22203
October 20, 2020 – Lisa A. K. Kirchenbauer Named Board Member to Financial Planning Association
October 19, 2020 – Kirchenbauer Named Board Member to Financial Planning Association
August 17, 2020 – Omega Wealth Management Welcomes Two New Financial Planners
April 01, 2020 – Virginia Certified Financial Planners Launch Their New Website