I graduated from Virginia Tech in December of 2014 with a B.S. degree in finance under the Certified Financial Planner® (CFP) Certification Education Track. In December of 2020, I met all of the requirements to become a CERTIFIED FINANCIAL PLANNER™, and was awarded the CFP® designation. Shortly after in January 2021, I became licensed as an Investment Advisor Representative. In May 2024, I graduated with 'highest honors' from The George Washington University School of Business with an MBA degree, and dual certificate in Portfolio Management and Financial Management.

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.

What I do here at Omega: 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.

Results from Kolbe & StrengthsFinder:
Kolbe – I am an 8-8-3-1. This means that I am excellent in situations that require strategic organization of information, and I set priorities and put them into appropriate sequences.

StrengthsFinder – Responsibility (Take psychological ownership of what they say they will do), Learner (Have a great desire to learn and want to continuously improve), Analytical (Have the ability to think about all the factors that might affect a situation), Relator (Find deep satisfaction in working hard with friends to achieve a goal), Discipline (World is best described by the order they create).

Personal Interests & Passions: In my free time, I enjoy reading non-fiction books and long-form critical thinking pieces on various topics. I also spend a lot of my free time researching and discovering new artists and underground music, and try to attend as many shows as I can in the Washington, D.C. Metro area.

Fun Fact: I was a jazz bass player, drummer, and percussionist in school for 7 years.