Get to Know
Your Omega Team
Your Omega Team
Holistic Transition Planning
Our purpose and passion is to have a positive and significant impact on our clients, community and the profession.
Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®
Founder • PRESIDENTJared Jones, CFP®, CIMA®, CeFT®
Director of InvestmentsLead AdvisorDavis Gardner, CFP®, CeFT®
ASSOCIATE FINANCIAL ADVISORSaki Kurose, CFP®, CSLP®
Associate Financial AdvisorJohn Weber, CFP®
FINANCIAL PLANNING ASSOCIATEEvelyn Ovando-Flores
CLIENT SERVICE SPECIALISTAndrew Mehari, CFP®
OPERATIONS Manager & Chief Compliance OfficerCarol Kulmayer
OFFICE MANAGERLet's make your vision a reality.
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