Davis GardnerFINANCIAL PLANNING ASSOCIATE
I graduated from Virginia Tech in May 2018 with a Bachelor of Science in Applied Economic Management with a concentration in financial planning, as part of the CFP® education program. I am currently working towards the CFP® certification.
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.
What I do here at Omega: As a Financial Planning Associate, my role is to support our advisory team and to learn continuously. This includes helping prepare our advisors for client meetings, taking detailed notes, and performing any necessary research or other various tasks. I also help run Omega’s SmartStart program.
Results from Kolbe & StrengthsFinder:
StrengthsFinder: Adaptability, Harmony, Context, Consistency, Developer
Personal Interests & Passions: While away from the office, I love to watch sports; especially Virginia Tech football and basketball. I enjoy being around people, watching movies, and love animals.
Fun Fact: I have an orange tabby named Nellie!