Omega Wealth Management

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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.

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Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®
Founder • PRESIDENT
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Jared Jones, CFP®, CIMA®, CeFT®
Director of Investments, PartnerLead Advisor
Headshot of Davis GardnerRead More
Davis Gardner, CFP®, CeFT®
ASSOCIATE FINANCIAL ADVISOR
Headshot of Saki KuroseRead More
Saki Kurose, CFP®, CSLP®
Associate Financial Advisor
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Andrew Mehari, CFP®
Director of Compliance, PartnerOPERATIONS Manager & Chief Compliance Officer
Headshot of Evelyn Ovando-FloresRead More
Evelyn Ovando-Flores
CLIENT SERVICE SPECIALIST
Headshot of Carol KulmayerRead More
Carol Kulmayer
OFFICE MANAGER

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