Financial Planning Associate
Why I work for Omega: Since the 10th grade, when I took my first personal finance class, I knew I wanted to be a financial planner. At Omega I’m able to practice my passion every day. With our hands on approach to Financial Life Planning, I have a unique opportunity to get to know our clients’ dreams and goals. With this information I’m a part of developing a Financial Life Plan that helps them achieve these dreams and goals. I find great satisfaction in helping others and enjoy watching them achieve their goals.
What I do here at Omega: As a Financial Planning Associate, it’s my job to be an initial point of contact for our clients, helping answer any concerns or questions. I also help prepare for meetings by gathering information and financial data.
My educational background/experience: I am a 2015 graduate of Virginia Tech with a Bachelor of Science in Finance with a concentration in the Certified Financial Planning ® track. I sat for and passed the CFP exam in March 2016, and I’m waiting to fulfill the experience requirement by early summer 2017 to gain the CFP marks. In the Fall of 2016, I attended a two-day workshop on Money Maturity taught by George Kinder, a leading voice in the Financial Life Planning community. I am an active member of the Financial Planning Association NexGen community, a group of FPA members under the age of 36 that focuses on the next generation of financial professionals.
Results from Kolbe & StrengthsFinder:
StrengthsFinder: Harmony, Context, Adaptability, Maximizer, and Consistency
Personal Interests & Passions: In my spare time, I enjoy reading (mostly non-fiction) and attending Virginia Tech football games. I come from a long line of Hokies and my first game was when I was 4 months old (we won that day)!