Omega Wealth Management

Clients

Live a life without regrets...

We understand your life isn’t all about money. It’s about the preciousness of time, creating rich experiences, finding what’s most important to you, and connecting with your passion.

Let’s do it

Omega Wealth Management:

It's All About You

At Omega Wealth Management we put you first by discovering your hopes and personal dreams. Then we integrate those with your financial goals.

The result?
A custom tailored plan designed for you.
Thrive in your new life today!

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Is this you?

Are You In Transition?

Are You In Transition?

If you are facing or currently in a major life/financial/career change, Omega is here to help! Whether it’s the death of your loved one, life after divorce, significant corporate wealth or the sale of a business, transition often has 3-4 stages and includes both a personal and a technical/financial side. Having an understanding and trained thinking partner who can help you navigate the moving parts, and the ups and downs is critical. As Certified Financial Transitionists, we have the tools, training and expertise to help address the myriad of questions and concerns you may be facing with our Transition Navigator™ process. You might be asking yourself… Am I ok? What has changed and how will it impact my future? How can I manage the expectations of my family, other advisors or employees? Should I sell my house? Who can I trust? At Omega, we are sensitive to the unique needs of people in transition and each step in our relationship is tailored to where you are and what you need NOW. We have the patience to move at your pace, “get on the balcony” to see the bigger picture and provide you with easy-to-remember summaries at a time when the emotional demands of a transition can be overwhelming. What we know for sure is that “When life changes, money changes and when money changes, life changes.” (Susan Bradley, Founder of the Sudden Money Institute & Financial Transitionist Institute)

Tell Me More

This Can be You

financial planner

“Deborah”

A woman in major life transition

A recent inheritor, having lost her last parent, she has inherited a good-sized portfolio that has the ability to change her professional and personal life.

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financial advisor

“Chris”

A successful entrepreneur

An entrepreneur who’d like her business to support her personal life and vice versa.

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financial consultant

“Sally & Bill”

Ready for what’s next!

Bill & Sally are empty-nesters who are rethinking their work & personal lives.

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Your Team

Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®
Founder • PRESIDENT

Lisa Kirchenbauer has been a part of the financial services profession for 30+ years and a CERTIFIED FINANCIAL PLANNER™ professional since 1991.

She founded her firm in 1999, and Omega Wealth Management, LLC became an independent firm in 2004.

On a Lighter Note:

Why I work for Omega? Because I own it! But really it’s because I wanted to have the opportunity to provide financial planning advice to my clients in a way that is how I think it should be done.

Jared Jones, CFP®, CIMA®, CeFT®
Director of Investments, PartnerLead Advisor

As a Lead Advisor, it’s my job to be an initial point of contact for our clients, helping answer any concerns or questions. I’ve also developed a unique program geared specifically towards working with the next generation of our client base, and young professionals called SmartStart™.

On a Lighter Note:

Why I work for Omega? Since the 10th grade, when I took my first personal finance class, I knew I wanted to be a financial planner.  At Omega I’m able to practice my passion every day.  With our hands-on approach to Financial Life Planning, I have a unique opportunity to get to know our clients’ dreams and goals. With this information I’m a part of developing a Financial Life Plan that helps them achieve these dreams and goals.  I find great satisfaction in helping others and enjoy watching them achieve their goals.

Davis Gardner, CFP®, CeFT®
ASSOCIATE FINANCIAL ADVISOR

As an Associate Financial Advisor, my role is to serve as a point-of-contact for clients as part of their advisory team. This includes preparing for client meetings, taking detailed notes, and developing comprehensive financial plans. I also help run Omega’s SmartStart™ program.

On a Lighter Note:

Why I work for Omega? I knew financial planning would be a great career for me when I saw how impactful the work can be on clients. I believe in Omega’s holistic and comprehensive approach to financial planning. I enjoy the process of getting to know our clients deeply and getting to build a plan that works towards their ideal life. Omega provides me the opportunity to work on a strong, collaborative team.

Saki Kurose, CFP®, CSLP®
Associate Financial Advisor
Andrew Mehari, CFP®
Director of Compliance, PartnerOPERATIONS Manager & Chief Compliance Officer

At Omega I am responsible for the day-to-day operations that helps the firm run successfully. This includes: client communication, moving money, trading, maintaining client accounts, developing investment recommendations, building initial financial plans, and helping prepare appointment meeting materials for the advisory team before client meetings. Additionally, I assist the firm with compliance and technology support.

On a Lighter Note:

Why I work for Omega? I’ve always enjoyed working with numbers and managing money. At an early age, I remember developing budgets for myself, tracking my spending as best I could to make sure I saved enough for something I really wanted to buy. That knack for tracking finances blossomed into a degree in financial planning from Virginia Tech. During my time there, I was able to hone in on those analytical skills and apply them to real-world cases, as well as increase my competence in client communication. At Omega, I’m able to expand on those previous experiences through daily client interactions and money movement, and simultaneously learn new things along the way.

Evelyn Ovando-Flores
CLIENT SERVICE SPECIALIST
Carol Kulmayer
OFFICE MANAGER

As the Office Manager, I perform the day-to-day tasks that keep the office running smoothly.

I have an Associates degree from Texas Tech University. I have been an administrative professional for over 15 years, supporting executives and working in diverse office environments to help improve internal operations.

On a Lighter Note:

Why I work for Omega? I love the collaborative environment of the Omega Team. I admire the strong work culture and atmosphere of the office and I am happy to be a member of the team.

Meet Your Omega Team
FEATURED IN

Arlingtonian Disclosure:
Arlington Magazine conducted a survey of its readers from Aug. 6, 2018, through Sept. 9, 2018. The survey included 50 categories and asked respondents to name their favorite person, place or entity in the categories. Omega Wealth Management received the most votes in the Best Financial Planner/Adviser category.

Women 2 Watch:
The InvestmentNews Women to Watch each year are selected by a panel of editors and other staff out of a pool of several hundred women who are nominated online for the awards. The panel reviews each woman’s background and experience and reads the required recommendation to focus on women who have been successful in their financial advice-related careers and have helped others, especially women, advance professionally and/or personally.

Washingtonian:
The Top Financial Advisers listed in the December 2019 issue of Washingtonian were chosen by a vote of their peers. The magazine sent hundreds of surveys to those in the financial industry in the Washington area, asking them to name the financial advisers, other than themselves, that they would trust with their own money. Washingtonian editors also did their own research. The advisers who received the most recommendations made the list.