Your Team
Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®, CPWA®
PRESIDENT • Founding Partner • Senior AdvisorLisa Kirchenbauer has been a part of the financial services profession for 30+ years and a CERTIFIED FINANCIAL PLANNER™ professional since 1991.
She founded her firm in 1999, and Omega Wealth Management, LLC became an independent firm in 2004.
On a Lighter Note:
Why I work for Omega? Because I own it! But really it’s because I wanted to have the opportunity to provide financial planning advice to my clients in a way that is how I think it should be done.
Jared Jones, CFP®, CeFT®, CIMA®, RLP®
Managing Partner, Director of InvestmentsSenior AdvisorAs a Lead Advisor, it’s my job to be an initial point of contact for our clients, helping answer any concerns or questions. I’ve also developed a unique program geared specifically towards working with the next generation of our client base, and young professionals called SmartStart™.
On a Lighter Note:
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.
Davis Gardner, CFP®, CeFT®, RLP®
Lead AdvisorAs an Associate Financial Advisor, my role is to serve as a point-of-contact for clients as part of their advisory team. This includes preparing for client meetings, taking detailed notes, and developing comprehensive financial plans. I also help run Omega’s SmartStart™ program.
On a Lighter Note:
Why I work for Omega? I knew financial planning would be a great career for me when I saw how impactful the work can be on clients. I believe in Omega’s holistic and comprehensive approach to financial planning. I enjoy the process of getting to know our clients deeply and getting to build a plan that works towards their ideal life. Omega provides me the opportunity to work on a strong, collaborative team.
Saki Kurose, CFP®, CSLP®
Associate Financial AdvisorAs an Associate Financial Advisor, I review and prepare meeting materials, help coordinate client advice with other professionals, and create financial life plans.
On a Lighter Note:
Why I work for Omega? I am passionate about helping clients gain clarity and achieve financial success by creating a financial plan that aligns with their values and goals. I believe that Omega’s comprehensive Financial Life Planning approach helps create a unique financial plan for each client that integrates values, vision, and wealth.
Andrew Mehari, CFP®, MBA
Managing Partner, Chief Compliance Officer, Integrator™Director of Operations, Compliance & TechnologyAt Omega I am responsible for the day-to-day operations that helps the firm run successfully. This includes: client communication, moving money, trading, maintaining client accounts, developing investment recommendations, building initial financial plans, and helping prepare appointment meeting materials for the advisory team before client meetings. Additionally, I assist the firm with compliance and technology support.
On a Lighter Note:
Why I work for Omega? I’ve always enjoyed working with numbers and managing money. At an early age, I remember developing budgets for myself, tracking my spending as best I could to make sure I saved enough for something I really wanted to buy. That knack for tracking finances blossomed into a degree in financial planning from Virginia Tech. During my time there, I was able to hone in on those analytical skills and apply them to real-world cases, as well as increase my competence in client communication. At Omega, I’m able to expand on those previous experiences through daily client interactions and money movement, and simultaneously learn new things along the way.
Evelyn Ovando-Flores
Investment Advisor RepresentativeCLIENT SERVICE SPECIALISTAs Client Service Specialist, my role is to assist the Operations Manager in day-to-day operations including client communication, account paperwork, and preparing meeting materials. I also assist the Advisors with client requests, post-meeting needs, and ongoing projects.
On a Lighter Note:
Financial planning has always been a personal priority but being able to take my knowledge and advance in my professional life pointed to starting with Omega. Omega’s life-planning approach drew me to learn about their role and how they are set apart from others in the industry.
Carol Kulmayer
OFFICE MANAGERAs the Office Manager, I perform the day-to-day tasks that keep the office running smoothly.
I have an Associates degree from Texas Tech University. I have been an administrative professional for over 15 years, supporting executives and working in diverse office environments to help improve internal operations.
On a Lighter Note:
Why I work for Omega? I love the collaborative environment of the Omega Team. I admire the strong work culture and atmosphere of the office and I am happy to be a member of the team.
