Our Team

The best possible advice

Our team has almost 30 years of combined experience in the financial services industry. We have comprehensive expertise in a variety of areas, including financial planning, global economics, and investment research / analysis.

TAKING THE
HOLISTIC
APPROACH.

“The Omega Method” is a financially effective and personally rewarding approach to creating a viable, long-term Financial Life Plan. Not only does The Omega Method provide opportunities to achieve deep personal and professional growth, it also produces valuable results.

Enter peace of mind.

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Stay up to date with the latest tips, tricks, and trends that people in the know use to make the most out of what they’ve got.

Blog

Excel Tips and Tricks

Knowing how to use some basic features of MS Excel can really enhance your spreadsheet experience. Once you have these down, READ MORE

Introducing Our New Associate!

Davis Gardner, a 2018 Virginia Tech Graduate (go Hokies!), has joined the Omega Team as an Associate Financial Advisor! Please READ MORE

Introducing Our Summer Intern

Meet our 2018 Summer Intern, Jasmyn Vickery! Jasmyn is a rising senior at Virginia Tech - watch her interview below READ MORE

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Omega Wealth Management serves as a “lifeline” to help you successfully navigate major life changes. Our comprehensive and flexible process is designed to meet you where you are and help you get to where you want to go, at your own pace.