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The Omega Wealth Management team is structured to provide you with the best advice and service possible. With over 60 years of financial expertise and an experienced service staff, the Omega Wealth Management team offers comprehensive and personalized financial life planning and investment management advice.
Our team members include:
With over 20 years of management and investment advisory experience in the financial services industry, Lisa Kirchenbauer has been a CERTIFIED FINANCIAL PLANNER™ professional since 1990. She is one of a very small number of advisors who has achieved the REGISTERED LIFE PLANNER® designation from the Kinder Institute of Life Planning. She also serves as a trainer and advisory board member with the Kinder Institute. She is an affiliated advisor with the Sudden Money Institute and a participant with the Strategic Coach program. Lisa is a member of the regional and national Financial Planning Association and is active in the Executive Women's Roundtable. Lisa graduated from Stanford University with honors in International Relations and is an actively involved Suzuki music parent, skier and hiker. She has been featured and quoted in various financial industry publications, consumer publications and on TV and radio. Lisa resides in Arlington, Virginia with her husband and three sons.
Katie Alepa brings over 8 years of experience as a financial planner to Omega Wealth Management. As Director of Financial Planning, Katie will work with our clients to develop their financial plans and will assist in the development of investment management and tax planning strategies. She has a B.S. in Finance from George Mason University, has been a CERTIFIED FINANCIAL PLANNER™ professional since 2004 and is a graduate of the CFP® Residency Program. She is pursuing training with The Kinder Institute toward her goal of becoming a Registered Life Planner® and she is a member of the Financial Planning Association. Katie and her husband John are proud parents to their two sons.
Debra Hanley has over 25 years experience in the financial services industry. She has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1982. Prior to joining Omega Wealth Management 6 years ago, she operated her own financial planning practice and later a business consulting practice for financial advisors. She graduated from Connecticut College with a B.A. (honors) in Economics and Finance. Debra’s primary duties at the firm include acting as our Business Manager and Compliance Officer. She is married and lives in Fairfax VA and has two college aged children. She loves to race-walk, bike and ski with her family.
Jennifer Kim -- Client Service Associate Jennifer Kim brings customer service experience to our firm from her prior work with wealth management and banking organizations. She previously worked for Merrill Lynch as a Client Service Associate and Bank of America as a Personal Banker. Jennifer, who is from Korea, loves to do flower arranging, painting, cooking and snowboarding.
Ingrid Pine – Office Manager/Administrative Assistant Ingrid Pine uses her administrative and organizational skills to keep the office running smoothly. You will very much enjoy her cheerful attitude and lovely South African accent when she greets you at our reception desk. Ingrid is married and has two college aged children. Her passion is ministering with her husband, Rex in their Marriage Mentoring Ministry.
The CFP® mark indicates the individual has met CFP® education, examination, and experience requirements and has agreed to adhere to the organization’s code of ethics. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Omega Wealth Management, LLC (formerly Kirchenbauer Financial Management and Consulting) is a SEC Registered Investment Advisor (RIA) based in Arlington Virginia and serves a diverse client base throughout the United States. Omega Wealth Management, LLC (OWM) provides independent fee-only life and wealth planning services. Use of this site implies agreement with and acceptance of our Privacy Policy. Omega Wealth Management, LLC does not offer tax or legal advice but coordinates support among your tax, legal, insurance and real estate advisors. |
©2010 Omega Wealth Management, LLC. All rights reserved. |
Lisa A. K. Kirchenbauer, CFP®, RLP® -- President
Katie Alepa, CFP®, --Director of Financial Planning
Debra A. Hanley, CFP® -- Business Manager