Kathy Frakes, CFP®,CeFT®Director of Financial PlanningLead Advisor
Kathy Frakes, CFP®,CeFT®
My educational background includes a Bachelor of Business Administration in Accounting from The College of William and Mary and the CERTIFIED FINANCIAL PLANNER™ Certification from Northwestern University. I became a CERTIFIED FINANCIAL PLANNER™ Professional in June of 2016 after completing the experience requirements. I added the Certified Financial Transitionist designation in 2019 to continue to grow to meet the needs of our clients in significant transition.
My first job after college was as an auditor for Price Waterhouse. During the next 23 years moving around as an Army wife, I had a variety of paid and volunteer jobs—volunteer advisor with the IRS’s Volunteer Income Tax Advisor program; bank teller; Media Aide responsible for a computer lab in the local elementary school; volunteer treasurer for a variety of Cub Scout Packs; and Worship Leader at my church, among others! I’ve chosen a “second career” in financial planning because I believe that it is a culmination of my life’s experiences.
On a Lighter Note:
Why I work for Omega? Omega’s unique approach to financial planning that aligns your deepest values with your most ambitious financial goals resonates with me. I love to hear each person’s story. It’s a great joy to help clients envision their ideal life and co-create a plan to help them be able to live it. I’m a “people person” and I appreciate that Omega treats clients like family.
What I do here at Omega: I serve as a trusted and knowledgeable source of information relevant to my clients’ unique situations. Through deep listening, I help clients discover and refine their goals. Then I work with each client and the Omega team to explore the best methods to help the client accomplish those goals. Additionally, I serve as the coordinator of Omega’s financial planning efforts for our clients as well as the tax specialist.
Results from Kolbe & StrengthsFinder:
Kolbe – 7733
StrengthsFinder – Input, Arranger, Belief, Learner, Achiever
Personal Interests & Passions: My husband and I are trained members of our church’s Early Response Team(ERT). The ERT assists survivors in the early days after a natural disaster. We also enjoy traveling and spending time with our three adult sons. I love to play piano, sing, swim, and play bridge.
Fun Fact: I’ve been to all 50 states!