John WeberFINANCIAL PLANNING ASSOCIATE
I graduated from Virginia Tech in May 2021 with a Bachelor of Science in Finance with a concentration in financial planning, and a combined minor in Philosophy, Politics, and Economics.
On a Lighter Note:
Why I work for Omega? Financial planning to me extends far beyond finance or investing. People have deep beliefs and views of money, and those beliefs directly affect how they might interact with their wealth. Omega’s holistic and life-planning approach to financial planning align with my personal beliefs of what the financial planning process should look like. The process at Omega allows for a genuine relationship between advisors and clients and provides me an opportunity to serve alongside a committed team that desires to put clients first in all situations.
What I do here at Omega: As a Financial Planning Associate, my role is to support both clients and advisors. This includes preparing for client meetings, taking detailed notes, and supporting advisors with research and reporting.
Results from Kolbe & StrengthsFinder:
StrengthsFinder: Restorative, Responsibility, Relator, Belief, Developer
Personal Interests & Passions: While away from the office, I enjoy running, hiking, and off-roading. I’ve also recently been exploring the world of Hi-Fi Audio – on the quest of finding what music is truly supposed to sound like!
Fun Fact: I hiked in 3 feet of snow wearing a pair of old sneakers through the Rocky Mountains… and didn’t get frostbite!