Lisa A.K. Kirchenbauer

CFP®, RLP®, CeFT®, CPWA®

Founding Partner and Senior Advisor

Lisa Kirchenbauer is Founding Partner and a Senior Advisor at Omega Wealth
Management, where she helps multi-generational families navigate the human and
financial complexities of wealth for a life without regrets. Lisa graduated from Stanford
University with B.A. with Departmental Honors in International Relations. After a variety of
positions in financial services, Lisa founded Omega in 1999 and has since evolved her
work to blend the financial and personal sides of wealth with a deep focus on the human
element of wealth. With her life, professional and business experience she is able to bring
a holistic approach to aligning money and meaning, understanding the importance of
intentional business ownership and family legacy planning. Her professional designations
—including Certified Financial Planner™ (CFP®), Certified Private Wealth Advisor®
(CPWA®), Registered Life Planner (RLP®), and Certified Financial Transitionist® (CeFT®)—
equip her to guide clients through both the technical and emotional aspects of wealth
management.

A leader in the financial planning community, Lisa has served on the local and National
boards of the Financial Planning Association (FPA). She has served in leadership positions
on several local women’s organization and currently serves as head of the Investment and
Planned Giving Committees of her church, St. John’s Lafayette Square, and recently joined
the Arlington Free Clinic Board.

Outside of work, Lisa enjoys spending winters in Sun Valley, Idaho skiing and being in the
mountains with husband Jim. She practices yoga and enjoys an occasional meditation
retreat, along with playing percussion in the Arlington Concert Band that Jim conducts.
Lisa is a mother 3 adult young men who are making their way in a variety of careers &
interests in economics, computer science and design. She and Jim live in a 1913 home in
Arlington.

Lisa has been honored to receive a number of awards over the years:
2018 Investment News “Women to Watch”
2026 & various prior years Washingtonian magazine “Top Financial Advisors” And 2023 “Top
Wealth Advisors Hall of Fame” lists
2025 & various prior years Northern Virginia magazine “Top Financial Professionals” list
2024 Money.com inaugural “Best Financial Planners” list
2025 Financial Planning Association- National Capital Area Financial Planner “Lifetime
Achievement” award

Jared Jones

CFP®, CeFT®, CIMA®, RLP®

Partner and Senior Advisor

Jared Jones is a Partner and Senior Advisor at Omega Wealth Management, where he helps multi-generational families navigate the human and financial complexities of wealth with clarity and purpose. Passionate about blending technical expertise with a compassionate approach, Jared specializes in aligning clients’ financial decisions with their values to build lasting legacies. Jared joined Omega in 2015 and has progressed through the Omega career path to become a Partner in 2023. His professional designations including Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®), Registered Life Planner (RLP®), and Certified Financial Transitionist® (CeFT®) equip him to guide clients through both the analytical and human aspects of wealth management.

A leader in the financial planning community, Jared has served on the board of the Financial Planning Association (FPA) National Capital Area for five years and is a member of the Investments and Wealth Institute. He also volunteers with After Innocence, a nonprofit supporting exonerated prisoners, where he provides pro bono financial planning to help exonerees rebuild their financial lives after wrongful incarceration. At Omega, Jared ensures the firm’s Wealth Protector™ Process delivers personalized strategies tailored to each family’s unique goals.

Outside of work, Jared enjoys cycling, running, meditation, reading, and spending time with his wife, Lauren, and their dog, Sadie. He’s also an avid Virginia Tech fan.

Jared is honored to have been named a “Top Financial Advisor” by Washingtonian magazine and a “Top Financial Professional” by Northern VA Magazine in 2025 and 2026.

Davis Gardner

CFP®, RLP®, CeFT®

Director of Client Experience

Davis Gardner is a Lead Advisor at Omega Wealth Management, where he helps multi-generational families navigate the human and financial complexities of wealth with intention & authenticity. Davis joined Omega in 2018 and in addition to client relationships, he manages our intern programs. He also runs Omega’s Canopy program, a unique offering designed to serve the adult children of Omega’s clients through their early-to-mid career stages.

As a Certified Financial Planner™ (CFP®), Registered Life Planner (RLP®), and Certified Financial Transitionist® (CeFT®), Davis’s focus is helping clients optimize finances to live their ideal lives, oftentimes while navigating significant life transitions. Davis is a member of the Financial Planning Association and volunteers with the local chapter- National Capital Area Chapter.

Away from the office, Davis’s focus is family time with his wife, Bailey, and their son, Graham. Davis loves sports, especially watching football (Let’s Go Hokies!) and working on his golf game. You might see him around town at the movies or exploring local restaurants with his family. Davis is an animal lover and has an orange tabby cat named Nellie, and a puggle named Lucy.

Evelyn Ovando-Flores

Series 65

Client Experience Manager

Evelyn Ovando-Flores is the Client Service Manager at Omega Wealth Management, serving as the main point of contact for client requests, money movement and asset transfers. Evelyn utilizes her desire for quality service and niche in workflows and processing to improve the team and client experience.

Evelyn obtained her Series 65 while at Omega and enjoys contributing her knowledge to the growth and use of technology. She joined Omega in 2022.

Outside of the office, Evelyn enjoys watching comedy and family tv series and spending time outdoors with her husband, Andy. Evelyn also loves to explore new cuisines with her friends while sharing pictures of her cats, Muffin and Mochi.

Rachel Braddock

Chief of Staff

Rachel Braddock is the Chief of Staff at Omega Wealth Management, where she plays a crucial role in ensuring the smooth operation of the firm’s daily activities. With a keen eye for detail and a strong passion for delivering an exceptional client experience, Rachel is dedicated to providing a personalized and seamless client journey every step of the way.

Before joining Omega Wealth Management, Rachel gained valuable experience as a Loan Officer, where she honed her skills in financial services and customer relations. This background has given her a deep understanding of client needs and the importance of personalized service, which she brings to her current role.

In her free time, Rachel enjoys yoga, hiking, baking and spending time with friends and family. Rachel and her fiancée, Morgan, are planning an October 2026 wedding.

Isabella Fish

Client Service Associate

Isabella Fish is a Client Service Associate at Omega Wealth Management, who has a detail- oriented mindset. She resolves client issues, maintains accounts and handles administrative duties. Isabella strives to ensure that all Client’s are provided with a timely and positive experience.

Isabella graduated from Virginia Tech with a degree in Agronomy. Being in a new industry has been an adjustment; but has been rewarding. It has provided her with new experiences and has opened her up to an entire world of opportunities.

You can find Isabella enjoying the outdoors and exploring local restaurants and eateries in her free time outside of work.