I graduated from NVCC with my Associates in Accounting, and am going to be graduating in May 2023 with my Bachelor’s degree from the University of Mary Washington. I also hold a certificate in bookkeeping.

On a Lighter Note:

Why I work for Omega? Financial planning has always been a personal priority but being able to take my knowledge and advance in my professional life pointed to starting with Omega. Omega’s life-planning approach drew me to learn about their role and how they are set apart from others in the industry.

What I do here at Omega: As Client Service Specialist, my role is to assist the Operations Manager in day-to-day operations including client communication, account paperwork, and preparing meeting materials. I also assist the Advisors with client requests, post-meeting needs, and ongoing projects.

Results from Kolbe & StrengthsFinder:
Kolbe – 6735, I am highly dependable at providing comprehensive methods for monitoring activity. Others can count on me to plan thoroughly, coordinate details, and be pragmatic in the use of diagrams and schedules I create.

Strengthsfinder – Harmony (don’t enjoy conflict; rather, they seek areas of agreement.) Individualization (have a gift for figuring out how people who are different can work together productively.) Competition (typically enthused about what you can accomplish in the coming months, years, or decades.) Futuristic (Prefer mapping paths toward specific long-term goals, occasionally create orderly or detailed tactics to secure particular objectives) Focus (prioritize, then act.)

Personal Interests & Passions: I enjoy attending concerts, spending time with my loved ones, or learning something new!

Fun Fact: I was able to travel to 4 countries during a study abroad program!